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.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Arlington Law Group

Arlington Law Group provides Estate Planning and Business Law Services. Our Estate Planning Services include Medical Powers of Attorney, Financial Powers of Attorney, Living Wills, Last Will and Testaments, Testamentary Trusts, Revocable Living Trusts, Life Insurance Trusts and Asset Protection Trusts. We can also assist with probate of estates and with guardianship and conservatorship for incapacitated adults. Our Business Services cover the whole life span of companies, from forming a Limited Liability Company, Limited Liability Partnership or Corporation, to help with supplier contracts, employee contracts, customer contracts, commercial leases and commercial real estate transactions, business purchases and business acquisitions and business sales. We can act as your general counsel, providing your business with a dedicated legal team as your business grows. We can also help business owners with estate planning to coordinate wealth management and transfer to the next generation. Our attorneys are licensed in Virginia, Maryland and D.C. Please view our web site for more information.

Law Offices of Jacob J Sapochnick

The Law Offices of Jacob J Sapochnick is a premier immigration and citizenship law firm. Our mission is to provide clients with the highest level of personalized services at an economical cost. Our team of highly qualified attorneys have a wealth of knowledge and expertise in the field of immigration and citizenship law. We are multilingual and are able to serve clients in a variety of foreign languages, such as Spanish, Chinese, Mandarin, Arabic, Hebrew, French and Russian. We strive to ensure that each client receives the attention they need and deserve to ensure their case is managed properly. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Evanns Collection Law Firm

The Law Offices of Richard O. Evanns is a specialized law firm focused on judgment enforcement and collection. This firm is committed to representing creditors with the utmost diligence and aggressiveness under the law. Led by experienced legal professionals, this firm has a wealth of experience in all aspects of judgment recovery and collection. The firm offers customized solutions for each client, ensuring that their needs are met with the highest standards of excellence. By utilizing the latest technology and resources available, the Law Offices of Richard O. Evanns is well-equipped to provide clients with the best possible representation in judgment enforcement and collection matters. With a team of dedicated attorneys and specialists, Evanns Collection Law Firm strives to ensure that creditors are able to secure their rights and recover their judgments. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.