T&T Capital Management

Value Investment Professionals

Value Investment Professionals (VIP) is a financial service provider that assists individuals, families, non-profit organizations and institutional investors. Our team of experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus on rigorous analysis, understanding our customers' portfolios and minimizing the costs of investments. Our fees are based solely on assets under management and not from sales commissions from transactions. We maintain our independence by selecting from a wide variety of sources for the best investments for our clients. Our level of customer service and expertise is highly regarded compared to other firms. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

WilliamsonRhoades Investment Strategies

Byron Williamson and Tim Rhoades, of WilliamsonRhoades Investment Strategies and Institutional Capital Resources, are dedicated to providing Retirement Planning and Investment Planning services to clients in Johnston, IA and the surrounding areas. Their mission is to help clients gain a better understanding of financial concepts, such as insurance, investing, retirement, estate planning, and wealth preservation, while also providing fast and easy access to market performance and data. The team’s experienced professionals can provide personalized advice to ensure that clients reach their financial goals.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Stanford Property & Finance

Chuck Fuery is an expert in finding the most cost-effective way to buy or sell real estate. He is committed to helping his clients get the best value out of their investments, whether it's assisting first-time home buyers who can't afford to buy on their own, or experienced investors looking to maximize income, reduce taxes, and avoid management. When it comes to buying property, Chuck has innovative strategies to convince sellers to choose his client. If the client is selling, Chuck helps to design a plan to get the highest possible sales price. He works with a team of contractors, designers, and professionals to come up with a successful strategy to generate interest in the property. Recently, a client called Chuck to explain that six agents had told them they could only get $3.3 million for their land value. They suggested listing at $3 million and not doing any improvements before selling. After Chuck's team inspected the property and recommended making some changes to widen the audience, the owner decided to invest a small amount to update the property. The result was 11 competitive offers to buy the home. It sold for $700,000 more than the highest estimate given by the other agents. This was all thanks to Chuck's careful planning and strategic thinking. Stanford Property & Finance was proud of the success of this deal.

Charles Schwab

Chuck Schwab wanted to create a different kind of stock brokerage company, one based on a set of core values and beliefs with a focus on wealth management rather than profits and losses. Over the past 40+ years, this commitment to clients has led to Schwab creating innovative products and services that put their needs first. At Schwab Lone Tree, we offer a full range of wealth management services. We have personalized financial advisors who are prepared to help with retirement planning, as well as provide guidance and insight on the latest investment strategies. With complimentary workshops available, we can educate clients on anything from investing basics to more complex trading methods. It is important to remember that our brokerage products are not FDIC insured, do not come with any bank guarantees, and may lose value.

Raquel Refuerzo

Raquel Refuerzo is an experienced real estate agent who provides dedicated guidance to customers of all levels. With her background in marketing, customer service, and property investment strategy, she offers invaluable assistance throughout the entire process. She has been in the industry since 2010 and is highly praised by those she works with. Raquel knows that the real estate world can be stressful and makes sure to be available for any questions or concerns that may arise. She has an advanced understanding of Houston's neighborhoods and amenities, taking the time to match families with the perfect properties and identify motivated buyers. Plus, as a Certified Negotiation Expert and Accredited Buyer's Representative, Raquel is capable of negotiating effectively to get the results her clients are looking for. Whether you're a first-timer, relocating, downsizing, or investing, Raquel Refuerzo is the perfect choice for you. She is committed to providing a pleasant experience for her customers and ensuring each of them get the best outcome possible.

Charles Schwab

Charles Schwab founded a stock brokerage firm with the goal of providing a better approach to wealth management. He based this new company on core values and beliefs rather than just focusing on profits, allowing clients to receive personalized financial advising and retirement planning. With over 40 years of experience, Schwab has developed brokerage products and financial services that prioritize their customers’ needs. Schwab offers a diverse selection of wealth management services, including complimentary workshops covering a variety of topics from investing basics to complex trading strategies. The team of experts provides investment research and advice to ensure that clients make informed and wise decisions.

Patriarch Partners

Patriarch Partners is an investment firm with investments in 75 businesses across 14 sectors. The firm was founded by Lynn Tilton in 2000 and was built on a unique financial model for the management and monetization of the distressed portfolios of financial institutions. Patriarch focuses on taking ownership of undervalued iconic American brands and restoring their value, creating and preserving jobs in the US. Since 2000, through affiliated investment funds, Tilton has owned and restructured more than 240 companies with combined revenues of over $100 billion, representing more than 675,000 jobs. Currently, the firm holds investments in Dura Automotive, Spiegel Catalogs, MD Helicopters, Rand McNally, and Stila Cosmetics. Patriarch's platform is the largest woman-owned business in the country. The firm adheres to a consistent value investing strategy that does not vary with market fluctuations. To successfully rebuild businesses, they believe it requires time, stability, liquidity, and an appropriate capital structure. This often means that operational improvements must be made from the ground up, requiring focus and skill in both financial engineering and operational execution.

Avier Wealth Advisors

Avier Wealth Advisors provides financial planning and investment advisory services to individual investors, families and business owners for a fee. We strive to develop strong relationships with our clients based on trust, shared values and effective investment strategies. We are dedicated to helping our clients live a more prosperous life through transparency and clarity of our work. Our services include maximizing corporate benefits, Dimensional Fund Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The information provided on this page is only for illustration purposes. Everyone's situation is different, so please consult your advisor to decide if the scenarios discussed are appropriate for you. Investment Advisory services are offered by Avier Wealth Advisors. Testimonials on this page have not been compensated for and, to the best of our knowledge, are conflict free.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Norseman Advisory Group

Norseman Advisory Group, Inc. is a state-registered investment advisory firm located in Virginia, providing services to those living in Newport News, Hampton Roads, Williamsburg, Richmond, Virginia Beach, and the surrounding areas. We specialize in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients reach their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to prioritize our clients' interests and offer them transparent and open solutions. We offer a free initial consultation to discuss your current situation and decide if our collaboration would be beneficial for both parties. We don't work for any particular money manager or insurance company - we work for you. Taking pride in our commitment to put our best foot forward, we strive to provide the highest quality services.

Charles Schwab

Charles Schwab started an investment firm with a revolutionary mission to put their clients first in everything - from core values and beliefs to products and services. This has made Schwab a leader in wealth management for over 40 years, offering a wide range of personalized financial advising, retirement planning, and expert research. They also provide complimentary workshops on topics from investing basics to complex trading strategies. Schwab is dedicated to helping their clients make informed decisions and build lasting wealth. The team at Schwab is committed to providing the best service and support for their customers. Their brokerage products are designed to help clients make informed decisions about their investments without sacrificing safety or security. Clients can count on Schwab's experience and expertise to guide them through the complexities of the market. All of Schwab's products are backed by the promise that they will never put profit before their clients - always putting them first.

Charles Schwab

Charles Schwab set out to revolutionize the stock brokerage industry by offering a more customer-focused approach to wealth management. This is based on a set of core values and beliefs that prioritize clients over profits, and has been the guiding principle for over four decades. The company seeks to provide comprehensive wealth management services and financial advice tailored to individual clients' needs, along with access to investment research and trading strategies. Charles Schwab also offers complimentary workshops to help investors learn the essentials of investing as well as complex trading strategies.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Green Mesa Capital

Green Mesa Capital provides comprehensive capital allocation and structure solutions for FinTech and RealTech SaaS solutions, private debt and bridge lending, private equity and controlling preferred investments for real estate acquisitions, development, recapitalization, reclamation, renovation and stabilization. Our team of experienced financial professionals has the expertise to identify marketable securities that trade at a discount to intrinsic value and tangible equity and can provide long only positions as an investment strategy. With our deep understanding of the markets, we have the ability to create tailored and unique solutions that can help clients achieve their financial goals.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Raymond James

Overview: Since 1987, Scott has been guiding clients through volatile markets and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him one of the leading financial advisors in the industry. Scott helps his clients obtain their goals of consistent returns with an emphasis on preservation of capital, managing/minimizing risk, and capital appreciation. He values long-term relationships, and aims to get to know each client on a personal level, as successful investing begins with a clear understanding of the client's financial needs and objectives. Scott's main intent is to create long-term investment strategies well-suited to each client's unique situation. He plans, designs and implements investment strategies, and provides comprehensive retirement planning services for corporations and individuals. His clients know that he is there to support them today and that he'll be there in the future with the same professionalism and commitment they have come to expect.