At Pacific Portfolio Consulting, LLC, our acclaimed wealth management firm is nestled in the heart of Seattle, where we have been serving discerning high net worth families and institutions for over three decades. A cornerstone in the financial community, our esteemed team of financial advisors in Seattle prides itself on crafting bespoke wealth management strategies aimed at enhancing our clients' Value of Time. Our philosophy is rooted in providing personalized attention and deeply customized service that caters to the intricate financial needs of each individual and institution we serve. Contact Us Pacific Portfolio Consulting, LLC Phone: 2066236641 Email: [email protected] Opening Hours: Monday-Friday : 08:00 - 17:00

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.

Summitry is a wealth management firm that provides personalized financial planning and investment strategies to individuals and businesses, including estate planning, financial planning, investment advice, retirement savings consultation, tax planning, and wealth management. With a team of experienced professionals, Summitry offers sophisticated systems and research tools while maintaining a personalized approach to wealth management.

Aspen Wealth Management is an independent, fee-only financial planning firm based in Southlake, Texas. Our mission is to inspire clients to make informed financial decisions through education, communication, and service, all of which exceed their expectations. We take the time to listen to you and fully understand your goals so that we can help you develop and implement a financial plan and investment strategy tailored to you. We are committed to providing individuals and families with personalized guidance on all aspects of their financial lives. Aspen Wealth Management is a fee-only firm, which means we do not work on commissions. This allows us to remain completely free of conflicts of interest.

CAPTRUST's Brentwood-based advisors specialize in providing comprehensive wealth management services to high-net worth individuals, business owners, and families.

Retirement Planning in Covington, LA

Investment Advisory, Personal Trust, Fiduciary Real Estate, Fiduciary Business Services, Estate Administration, Retirement Plans, Financial Planning,

Below are the services that Winston Wealth Advisors uses when working with you to establish your personalized financial plan. Financial services we offer access to include: • Investment management • Retirement strategies for lifetime income • Estate conservation • Insurance and annuity products • Small business retirement plans • Legacy planning If you're not entirely sure what your goals are – or how you want to manage your finances – don't worry, we'll use our experience to guide you every step of the way.

At Bright Lake, we understand the financial challenges post retirement and focus on guiding individuals through the intricacies of retirement planning. We are passionate about helping individuals retire with confidence and that is represented in our goals for the future. We believe a business with a vision will help carry our clients into future. Few of the goals we have set to help our clients are to Assist 2000 Families In Retiring Confidently, Expand our client focused approach to multiple cities and Deepen our relationships within our local community.

Davis Wealth Management works one-on-one with his clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at its core, it is built on a life-long relationship model and our commitment to make complex ideas easy to understand.

Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Champaign, IL that specializes in retirement planning.

Worldwide Success provides you with a wealth of information about how to be successful.

We are a Wealth Management Firm. What separates us from the others is that we are a complete one-stop financial shop. We do Investing Financial Planning, Tax Planning, Tax Prep, and Estate Planning.

With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.

Chacon Diaz & Di Virgilio cares about you; after all, serving your wealth management needs is why we exist. Since our founding in 2009, we have helped people optimally manage their wealth, and we can do the same for you, providing you with the peace of mind that we will always be on your side, doing what is best for you.

Vertical Wealth Management is an independent Investment advisor firm providing risk-conscious investors with investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. As a fiduciary investment manager, Vertical Wealth Management is legally obligated to put our client's interest first. The central principle of our process is discipline, a focus which helps our clients avoid chasing returns and assuming unacceptable risks.

ICC is a leading independent wealth management firm in Las Vegas. ICC offers wealth management for individuals, businesses, and institutions. As financial advisors, we believe our role is to guide our clients in making investment decisions that not only ensure wealth preservation but also build a legacy for future generations. Whether you need assistance planning for your retirement, advising your company’s 401(k) plan, or managing your investments, our team of advisors will implement a strategy based upon your goals. You’ve worked hard for your money and now it’s time to let your money work hard for you.

CAPTRUST's Nashville-based advisors provide comprehensive wealth management and investment advisory services to clients of all types.

Blue Dot Wealth Management believes that we can all leave the world a better place than how it was left to us. We help our community and our clients commnunities by building an organization built on respect for the individual and an understanding of the social contract that binds all of us together. Our purpose is to be an advocate and fiduciary for our client and friends. We are humbled by the responsibility and trust that our clients place in us. We help our clients idenifty the values that are important to them and design a financial plan that meets the goals for themselves, their families, and their community. In this way, we help make our community and our world a better place for succeding generations.

Our firm provides a family office experience that serves a select number of clients, allowing us to design wealth management solutions that work for you. As your fiduciary, our job is to collaborate, execute, monitor, and report so that you'll have more time to enjoy life.

We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors. Contact Information 1501 Lower State Rd Building D, Suite 206, North Wales, PA 19454 267-317-1515 https://ptmwealth.com/ [email protected] Financial planner Monday-Friday 9am-5pm Keywords financial planners, tax planning, financial advisors

Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah. Founded by Bruce Lefavi in 1980, we have been helping high net worth individuals plan for and protect their futures for nearly four decades.

Legacy Wealth Management Group focuses on providing comprehensive holistic wealth management, retirement and estate planning, and wealth preservation for future generations. They are based in Las Vegas, Nevada and strive to leave clients in a positio

We Wright Wealth Management Group, We are passionate about helping our client's. Ideally the Financial Advisor and investor should work together, as a team, to find the right investments and make informed decisions that can help to meet investment objectives to our client's.  Call us today to meet with our financial advisor & planner providing investment management, retirement planning and financial planning. Contact Us: Wright Wealth Management Group Address: 3181 Clearwater Dr Ste A Prescott, AZ 86305 Phone: 928-777-0446 Website: https://prescottfinancialadvisors.com/ Our Location: https://­www.­google.­com/maps?­cid=404960­3886508759­91 External Links: https://www.yelp.com/biz/wright-wealth-management-prescott https://www.merchantcircle.com/wright-financial-solutions-prescott-az https://www.hotfrog.com/company/1415339143532544

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At Genesis Wealth Management, we pride ourselves on our steadfast commitment to serving as your trusted fiduciary advisor, guiding you through the complexities of wealth accumulation and preservation. Contact us: Email [email protected] Hours of operation Sunday : Closed Monday to Friday 09:00 - 17:00 Saturday : Closed Website https://www.genesiswealthtx.com/locations/financial-advisor-san-antonio/

Description: Since 2005, NEPWA has served high-net-worth individuals, families and institutions, managing over $2.9 billion in assets* with a fee-only, fiduciary approach that focuses on transparency, objectivity and education. NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care. Our fiduciary responsibility is to continually educate, provide clarity and transparency, and always act with the utmost integrity. As a SEC registered firm, we are proud to earn our clients’ trust and friendship through objectivity, dedication and competence Hours: 9?am–5?pm Mon-Fri Sat-Sun Closed

Financial Advisor in Haddonfield, NJ

Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons. All advisors at OPWM are CERTIFIED FINANCIAL PLANNER professionals and fiduciaries. The firm's success is directly tied to its clients' success, and clients benefit from working with a team of advisors rather than just one. OPWM also boasts a robust client service department to ensure timely communication, and they limit the number of client relationships per advisor to 75-100, well below the standard of 200-400. Business Hours: Monday - Friday: 9AM - 5PM Contact Us: Oakwell Private Wealth Management 1619 E Common St Suite 1101, New Braunfels, TX 78130, United States Phone: 800-556-2593 Mail: [email protected] Website: https://www.oakwellpwm.com Follow On: https://www.facebook.com/oakw

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