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

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.

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.

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

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]

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.

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.

In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future.

Understanding each client's unique situation and goals to develop a personalized strategy to help them achieve wealth creation. Our team of industry-experienced professionals are dedicated to actively managing our clients' wealth while implementing compliant risk management strategies with an individualized approach to wealth planning. By focusing on alternative investments and tax-advantaged strategies, we can unlock new opportunities for wealth creation and portfolio diversification.

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.

Piece Together a Prosperous Future Learn how my background in wealth management actively contributes to bridging the gap between your financial aspirations and reality, focusing on customizing each part of your retirement plan to fit your specific needs. Navigating Life's Twists to Master Financial Planning My journey to financial planning was shaped by personal adversity and professional growth. After a successful tenure at the Georgia Power Company and then at the Southern Company, I found myself at a crossroads. It was then that I discovered my true calling in financial planning. For the past several decades, I’ve dedicated myself to being the best in this field and surrounding myself with the best in the field. Drawing on my life experiences, the experiences of the hundreds of people I’ve seen that made tragic missteps and the professional acumen of my team, I guide clients through life’s complex financial landscapes. My approach is grounded in the wisdom that only by thoroughly

Working with our team isn’t just about wealth management. Our mission is to bring expertise and concierge-level service into your financial life. Someone who can see the big picture with you and then follow up to help bring it all into reality. We act as a bridge by showing our clients how to get from point A to point B over a series of barriers. It takes a lot of components to build a solid bridge, which is why we have a team to offer expertise in many areas. Once across, our clients can take a deep breath from knowing their finances are simplified, organized, and positioned for the next steps in life or work.

St. James's Place Wealth Management

MultiGen Institute is a family-centered wealth management firm specializing in multi-generational wealth management. Our mission is to help families strengthen their bonds and achieve their financial and personal goals. Our experienced team provides personalized financial planning services, investment management, and family governance to ensure the preservation and growth of family wealth for future generations. At MultiGen Institute, we believe that wealth is more than just money, it's about creating a legacy and passing on values to future generations. Trust us to help you build and preserve your family's wealth.

At Financial Freedom Hub, we understand that managing your wealth isn't just about today — it's about building a foundation for tomorrow. For individuals and families on Long Island, achieving true financial freedom means making smart, informed decisions across every stage of life. That’s where we come in.

Farm Bureau Financial Services - Dave Stanton is located in Clarion, IA and is dedicated to providing quality services in the following practice areas: Retirement Planning services Clarion IA, Mutual Funds services Clarion IA, Finanicial Advisor Clarion IA, Stock services Clarion IA, Bonds services Clarion IA, College Funding services Clarion IA, Life Insurance services Clarion IA, 529 Planning services Clarion IA. Call us today at (515) 851-6040. We can help! We look forward to hearing from you.

Fee-only financial planning and independent accounting firms serving Maynard, Stow, Concord, Acton, Hudson and Sudbury Massachusetts. Free no obligation first meeting with John A. Epeneter.

St. James's Place Wealth Management

As a leader in the equipment leasing industry, U.S. Financial Services, Inc. offers lease programs with no penalty early payoffs, as well as technology upgrades to greatly enhance the flexibility of our leasing agreements for businesses acquiring capital equipment.

St. James's Place Wealth Management.

Financial Planning firm dedicated to helping you boldly navigate your financial future.