Paul, Weiss, Rifkind, Wharton & Garrison wealth management

Hanke Wealth Management Firm

Introduction: As an independent firm serving individuals, we serve as fiduciaries -- without the interference of sales managers and without the conflict of interest posed by commission compensation. Hanke & Co. Wealth Management, LLC is a fee-only Registered Investment Advisor. Service: Our team strips away the financial jargon and speaks to our clients in plain English. We take a look at their financial problems through multiple lenses - investment, tax, law, etc. Our clients walk away with insight, clarity and actionable next steps. Common questions: Do I have enough to retire? Am I invested in a way that makes sense for my situation? Should I have more bonds? Am I doing all I can to reduce my taxes? Should I payoff my mortgage? How am I going to pay for college? Should I sell my home? How do I know the assets I leave behind are distributed according to my wishes? Look！ The initial consultation is free and there's no obligation.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

The Maerowitz Law Firm Managed By Father And Son Attorneys

The Maerowitz Law Firm is managed by father and son attorneys Kim and Matt Maerowitz.  We offer a combination of experience and affordability that make us stand out as a law firm.  Having two attorneys allows us to help each other out and provide a second opinion when necessary.  Importantly, the firm strives to provide the highest quality of legal work at a fair and equitable price.

The Jorgensen Law Firm LLC a wealth of experience

Because the commercial real estate development process is complex in its many facets. The Jorgensen Law Firm in Hartford, Connecticut, brings a wealth of experience achieve their commercial real estate development goals. Contact the Jorgensen Law Firm, LLC today for more information regarding our commercial real estate development practice. The way we see it, assisting clients with commercial real estate development projects involves forming a dynamic partnership. We work with clients throughout the duration of their project, assisting with planning, financing, construction and maintenance.

Burlingame Wealth Management Firm

Introduction: David is among a select group of investment managers with extensive estate planning, executive compensation, and family law experience.  As independent, fee-only advisors, David and his two partners manage over $800 million in financial assets for more than 300 clients.  He is passionate about asset class investing, and he enjoys sharing this passion for sensible, disciplined investing with his clients.  In addition to his work as an investment manager, David enjoys helping clients establish and maintain detailed estate plans.  David's clients benefit from knowing that one trusted advisor can both:  (a) maximize investment returns while helping plan for retirement; (b) ensure the orderly and tax-efficient transfer of assets to chosen beneficiaries.

Jurewitz Law Group Injury & Accident Lawyers

The Jurewitz Law Group Injury & Accident Lawyers is a family owned and managed law firm dedicated to helping clients win their cases in vehicle accidents, slips and falls, bicycle and pedestrian accidents, wrongful death, and more. Our team offers excellent customer service from the start, with our No Fee Guarantee policy that ensures no attorney fees if we can't recover for you. We also provide free consultations that are confidential. Our experienced and personable attorneys are here to fight for you, so don't hesitate to call us today. 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.

Capital Fund Law Group

Capital Fund Law Group is an investment management law firm dedicated to providing counsel to hedge funds, private equity funds and real estate funds, including qualified opportunity zone funds. Our team of experts specializes in advising funds on legal matters and has a wealth of experience in the industry. We provide a comprehensive solution to both new and established funds, helping them navigate the complexities of the investment world. Our attorneys have spent their careers exclusively dedicated to the fund industry and are highly knowledgeable when it comes to the regulations and best practices for setting up and running a successful fund. We understand the importance of staying up to date with the latest developments in the market and our team is constantly working to ensure our clients get the best advice possible.

Charles Schwab

Charles Schwab established a new kind of investment firm with the goal of providing a more contemporary approach to wealth management. This firm was founded on a set of core values and beliefs that prioritize the clients, rather than profits and losses. Over the past 40 years, Schwab has been providing personalized financial advising, retirement planning, and expert investment research. In addition, they host complimentary workshops covering a wide range of topics from investing basics to complex trading strategies. Schwab offers an array of wealth management services, aiming to put their client’s interests first. Their team of experienced professionals provide the expertise and support needed to help clients reach their financial goals.