Tactical Tax & Estate Planning helps individuals with quality services including tax mitigation planning and strategies, legacy and retirement planning, expert tax advising, and risk mitigation strategies. Our mission is to help defend your income against unnecessary taxes and risk, and extend your retirement options, access to capital, and legacy. We will help you grow your wealth in a tax-efficient manner, with a focus on tax free wealth. We practice a multidisciplinary team approach with expert specialists that will drastically alter the trajectory of your wealth goals. Located in Arizona, we work nationally to support and guide clients on investments through tax-free yields and creative financing options.

Graystone Wealth Management is a leading financial advisory firm based in Texas. They specialize in providing personalized wealth management strategies to high-net-worth individuals, families, and businesses. With a team of seasoned financial advisors, Graystone offers comprehensive financial planning services, investment management, retirement planning, and estate planning. Their client-centric approach and commitment to excellence have earned them a reputation for delivering exceptional results and building long-lasting relationships with their clients. Graystone's dedication to transparency, integrity, and trust sets them apart in the financial industry, making them a trusted partner for clients seeking to achieve their financial goals.

33 years offering Gentry Financial Services provide's personal smart money investment management and retirement planning services for families and individuals in Dare County, Currituck County, OBX, Kitty Hawk, Corolla, Southern Shores, Nags Head, Outer Banks in North Carolina and surrounding areas.

We are a service oriented firm that can collaborate all the elements of your monetary life: your investment planning, tax planning, retirement planning, estate planning, risk management and charitable giving.You have found a firm with a family culture that prioritizes your benefits above everything else.

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

Basha Wealth is a reputable financial planning and investment management firm that offers personalized services to help clients achieve their financial goals. With a team of experienced advisors, Basha Wealth provides comprehensive financial planning, retirement planning, investment management, and estate planning services to individuals, families, and businesses. Their holistic approach to financial planning involves understanding each client's unique financial situation and creating a customized strategy to meet their specific needs. By prioritizing transparency, integrity, and client satisfaction, Basha Wealth has built a strong reputation for delivering excellent financial solutions and helping clients secure a stable and prosperous financial future.

Brightworth is a fee-only wealth management firm that provides comprehensive financial planning and asset management to individuals and institutions.

Aurum Financial Services Group is a leading financial services organization that provides comprehensive wealth management solutions to clients around the world. With a team of experienced professionals, Aurum FSG offers personalized financial planning and investment strategies tailored to meet the unique needs of each client. Their commitment to excellence and dedication to client satisfaction have earned them a stellar reputation in the industry. From retirement planning to investment management, Aurum FSG is dedicated to helping clients achieve their financial goals and secure their future. With a focus on transparency and integrity, Aurum FSG is a trusted partner for individuals and businesses seeking expert financial guidance.

Modera Wealth Management is a fee-only fiduciary wealth management firm in Charlotte, 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.

Black Walnut Wealth Management is a fee-only financial planning and financial advisory firm that proudly serves the Northern Michigan area including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Lud

Reston's Modern Financial Planning, Investment Management & Retirement Solution Specialists. Our Financial Advisers can help you with Investment Management Solutions

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.

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.

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.

Main Street Advisors is a financial services firm in Dallas GA, dedicated to providing personalized wealth management solutions. Our team of experienced professionals offers a comprehensive suite of services, including financial planning, investment management, retirement planning, tax strategies, and estate planning. We prioritize understanding each client's unique financial goals and circumstances to develop tailored strategies that align with their objectives. Our commitment to transparency, integrity, and client education ensures that individuals and families are empowered to make informed financial decisions.

Glacier Wealth Management's vision has been to build a full-service wealth management, estate planning, and also insurance advising firm. We acknowledge customers' goals and also requirements are specifically special to their private circumstances. We manage our clients' funds through an extensive, yet non-traditional, technique integrating investment recommendations, tax obligation, and also price analysis methods. We aim to bridge the gap that frequently exists in between monetary experts, accounting professionals, lawyers, as well as insurance agents when structuring personal and company financial resources. Our clients belong to our family members as well as we are purchased their lasting success. The globe is not static and every client's needs as well as circumstances are constantly developing. Continuing to be attentive and also keeping abreast of the necessary modifications and regulation impacting our client's overall method is important.

Momentum Private Wealth Management is an investment advisory firm operating on a fee-only basis. Registered in California and Texas, our investment management services include financial planning, wealth management, or a combination of both.

Heirloom Wealth Management is a fee-only boutique financial planning and investment advisory firm in Greenwood Village, Colorado, serving clients across Denver, Boulder, and nationwide. We specialize in retirement planning, wealth management, and tax-efficient investment strategies for high-net-worth individuals, families, and foundations through our Live Well Plan™-a holistic approach integrating portfolio management, tax strategy, and estate coordination.

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.

Comprehensive Financial Planning, Wealth Management and Investment Services in Naperville, IL.

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.

The Henderson Financial Group is a full-service financial wellness firm based out of Miami, Florida. We help families and individuals create and maintain wealth by means of a board range of products and services that range from financial planning to

Focus Wealth Strategies in Brandon and Bradenton Florida provides comprehensive investment planning solutions tailored to the individuals, families, and businesses that trust us to help them reach their financial goals.

CPC Wealth Management offers personalized financial planning and wealth management services for individuals and families in Westchester County, NY. Led by Christopher Calabro, a Certified Financial Planner ™ professional, our team helps you live, invest, and retire with confidence. We offer custom financial planning, investment management, estate planning, insurance, and small business services. By understanding your unique needs, we create a clear, tailored plan for your financial future.

Greenway Financial Advisors LLC provides personalized wealth management and investment planning services for individuals, families, and businesses across Massachusetts and the U.S. Our team, led by CERTIFIED FINANCIAL PLANNER™ professionals Brendan O’Rourke and Dennis O’Leary, brings decades of experience in financial planning, tax strategy, and investment management. We take a client-focused approach built on transparency and fiduciary responsibility, helping clients create strategies that align with their goals, lifestyle, and retirement plans. Located in Burlington, MA, we are committed to building long-term relationships and guiding clients with tailored financial solutions.

Merit Financial Advisors in Wilton Connecticut provides a range of tailored financial services to meet your needs. Our experienced team focuses on wealth management, investment strategies, retirement, tax, and estate planning. Committed to your long-term goals, we offer personalized guidance and insights in today's complex market. Partner with us to shape your financial future.

Perspective Wealth Advisors is a boutique financial planning firm providing integrated and personalized solutions to complexities often found in wealth, tax, and estate planning.

The Savant Investment group is an independent fee-only wealth management firm headquartered in San Francisco, California.

Carson Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceeds their expectations. Utilizing a comprehensive suite of investment management and financial planning solutions, Carso