We provide financial planning and investment management services to those approaching retirement. ||Business Hours: Mon - Fri: 9AM - 5PM ||Contact Name: Benjamin Hooper

Expert guidance from a Victoria financial advisor: Protect, grow, and transfer wealth with confidence. (Investors Group Financial Services Inc.)

Whether you’re navigating a major financial decision or just need reassurance that you’re on the right track, we’re here to guide you—patiently, clearly, and with your best interests at heart. (Investors Group Financial Services Inc.)

We are a trusted boutique private wealth management firm that provides wealth management services to successful entrepreneurs, professionals and corporate executives. Business Address : 1920 Yonge Street, Suite #200, Toronto, Ontario , Canada M4S3E2

Your Newmarket financial planner for high-net-worth wealth management: Disciplined advice, long-term clarity, and the best high-net-worth wealth management experience in the region. (Investors Group Financial Services Inc.)

PMI Galveston Bay is a full-service real estate asset management company that provides professional property management and real estate brokerage services. We have the tools and benefits of a large corporation combined with personal touch of a local, family owned company. We specialize in managing Short Term Rental, Vacation Rentals, HOA's, Community Associations, and Condo Associations. With experience and professionalism, you'll find the perfect fit for your property management needs.

Jupiter Wealth Management offers comprehensive financial advisory services, including portfolio management, financial planning, legacy planning, and family office services, catered to high-net-worth and ultra-high-net-worth individuals and families. Based in Denver, CO, we proudly serve clients across the United States.

Modera Wealth Management is a fee-only fiduciary wealth management firm in Atlanta, GA. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Disclosure: Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation.

CAPTRUST's Birmingham advisors provide wealth management services and more to high-net-worth individuals and business owners in the area.

Kalinka Group Private Wealth Management: Elite family office-style financial planning and UHNW private family office-style services in Victoria, offering tax-efficient wealth strategies for business owners, executives, and affluent families. (Investors Group Financial Services Inc.)

Family Matters On Line has been created with the help and input of dozens of independent experts from around the world. We all have vast experience with matters that are important for families worldwide. Family Matters is committed to making our collective experience freely available to anyone looking for ideas and solutions for their important family matters. Together, we provide help through our short articles on various topics. Our goal is to answer questions that families have about matters such as planning and protecting their estate, running and transferring their family business, and organizing medical proxies and emergency measures.

Totus Wealth Management helps you navigate complexities and provide comprehensive guidance to envision and pursue your goals. Everyone has a dream so we listen; then we advise. We focus on the challenges and opportunities of every life stage. We open up your imagination to anything and everything and develop a wholistic plan for your desired future, together. Totus Wealth Management is a different kind of wealth management firm helping in ways you've never imagined.

Since 2020, 44 Wealth Management has been a privately-held, fiduciary investment firm based in Eugene, Oregon, with a nationwide reach. We are driven by a singular, decades-long commitment: to always put our clients’ best interests first. With over 60 years of combined experience, our independent status frees us from corporate conflicts, allowing us to focus solely on your financial success. Our approach is built on trust and personalized collaboration. We act as your family’s CFO, partnering with your CPA and attorney to create a cohesive financial strategy. We help you answer your most important “what if” questions with interactive planning technology and provide transparent, 24/7 access to your portfolio. We believe your two main goals are simple—for your assets to outlive you, and to have peace of mind—and our mission is to help you achieve them both.

Established by British financial and investment experts. Established in 2016 in the United Kingdom by seasoned British financial and investment experts, Falcon Global Capital is a fully regulated investment company and accelerator, now headquartered in Dubai International Finance Centre (DIFC). We focus on alpha-generating strategies with an inherent technological edge and a global view on investment trends, opportunities, and markets. [email protected] https://falcongc.ae/

Lighthouse Financial is a comprehensive wealth management firm that provides an all-in-one- approach to your financial dreams. Our three-pronged approach to wealth management is encapsulated in relationship-based client servicing. Learn more here.

Address : 200 Park Avenue, 25th Floor, New York, NY 10171 William Montgomery Cerf is a licensed investment banker currently serving as managing director and portfolio manager at Montclair Investment Partners, UBS Private Wealth Management. Monty Cerf graduated from Cornell University in 1979 with a B.A. in government, then went on to earn his MSC in politics at London School of Economics in 1981, then an MBA in finance from Yale School of Management in 1983. From there, William Montgomery Cerf worked at many investment firms, including JP Morgan, Bear Stearns, and Barclay. He has served on advisory boards for Montclair, Yale, and Cornell, and even served 1 year and 3 months in the Peace Corps. Mr. Cerf was awarded the Forbes/SHOOK Best-In-State Wealth Advisors in New York recognition in January 2019. Now William Montgomery Cerf and his team at UBS personalize solutions for the wealth management of select clients, helping to mitigate risk and maximize return.

At Balanced Wealth Management in East Greenwich, Rhode Island, our certified financial advisors effectively create and maintain wealth for our clients through long-term, practical asset management. Our financial consultants know that an efficient fin

PAB Wealth offers experienced financial advice in King’s Lynn and throughout Norfolk, Suffolk, Cambridgeshire and Lincolnshire. Email: [email protected]

At Wilson Wealth, we recognize that true wealth building should be both tax-free and tax-efficient. If you find yourself unable to afford upfront taxes, you may be saving for retirement rather than actively building wealth. We specialize in helping clients discern where they stand on this spectrum and craft strategies to optimize their financial journey.

Fee-Only Financial Advisor Serving Los Angeles. Pacific Oak Financial Planning is a Retirement Planning and Investment Management firm located in Woodland Hills, CA serving clients in the LA Metro. Dual-Certified Financial Planning Expert: Your CPA and Certified Financial Planner Together. Social: https://www.linkedin.com/in/shontyspatolacpacfp/ Hours: Mon - Fri: 9 AM - 5: 30PM Business Email: [email protected]

Building Wealth with Family and Future in Mind: Family-focused financial advice for business owners, farmers, and professionals across the Interlake Region and beyond. At Deprez Private Wealth, we see financial planning as a family story. For many of our clients, money is about protecting what generations have built and creating a future that feels secure and meaningful. Looking for Interlake Region financial advisors, Winnipeg financial advisors, or Stonewall financial advisors? Our role is to connect your hard work to your goals—whether that means preparing for retirement, building wealth, or creating a legacy that supports your children and grandchildren. (IG Wealth Management Inc. Mutual Fund Division)

JR Wealth Management is your trusted partner for achieving financial freedom and building a lasting legacy. We offer comprehensive wealth management solutions tailored to your unique needs and goals. Our expertise includes investment management, tax optimization, and managed legal expertise. We take a client-centric approach focused on empowerment, integrity, and excellence. Contact us today to secure your financial future and achieve lasting prosperity.

Ford Wealth Management, located in Glen Ellyn, is one of the preeminent financial advisors in the region, earning its reputation for excellence since being established in 2008. As a leading financial consultant, we offer comprehensive services designed to meet your unique needs. Our qualified team of financial experts specialize in guiding your fiscal success with services including 401k management, life insurance, and unique specialization as a divorce financial advisor?ensuring your stability in all spheres of life. When you choose Ford Wealth Management, you?re not just getting a financial advisor, but a dedicated partner ready to help you navigate through the complexities of financial planning and management. Our goal is not just to guide you, but to empower you, providing personalized strategies that align with your distinct life and financial landscapes. Don't let uncertainty rule your financial future.

Vaughn Woods Financial Group's core competency is personal portfolio management through experienced decision making and intimate relationship building. We believe that investment success materializes from practiced expertise along with mutual trust.

Personalized wealth management in North York: Most people have never experienced financial planning this personal—and once they do, they never go back. At Wherry & Associates Private Wealth Management, everything we build is designed around you. Not someone like you. You. Your goals. Your future. (Investors Group Financial Services Inc.)

Crossinvest (Asia) Pte Ltd is a wealth management company offering exclusive asset management and financial advisory services to sophisticated individuals, entrepreneurial families and institutions.

True Potential Wealth Management is part of the successful True Potential group of companies and offers wealth management services to private clients, trustees and businesses throughout the UK. We have corporate offices in London and Newcastle upon Tyne.

Rock Creek Wealth Management is a comprehensive financial planning firm located in Beaverton, Oregon. Rock Creek Wealth Management clients are executives, professionals, business owners, and their families, along with corporate retirement plans, endowments and foundations. We serve clients across the USA, but are primary focused on Beaverton, Hillsboro, and the surrounding area.

Modera Wealth Management is a fee-only fiduciary wealth management firm in Asheville, NC. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Disclosure: Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation.

Empowered wealth, empowered women: Supporting high-net-worth women turning financial strength into freedom, clarity, and positive change. Financial advisor for women: With relatively few female advisors across Canada, we offer a unique space for women’s voices to be heard with empathy and understanding and an opportunity for conversation and genuine connection. In fact, hundreds of successful women, their partners, and families have put their trust in us to guide them through our Path to Prosperity, gaining clarity in their financial future and giving them peace of mind. At Viner & Selig Wealth Management, financial planning begins with listening. We understand that financial transitions—whether divorce, widowhood, retirement, or selling a business—can feel overwhelming. Our role is to provide clarity, structure, and confidence, ensuring you know exactly where you stand and where you’re going.