Tristate Financial Advisors

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.

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.

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

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.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.