Capital Insight Group

Philip E. Gable, P.C.

Our firm, Philip E. Gable, P.C., provides estate and asset protection planning for high net worth individuals, professionals, and small business owners. We also offer Elder Law services and a range of business services such as buying/selling businesses, forming business organizations, commercial real estate transactions, lease agreements, employment agreements, general business contracts and litigation.We are committed to providing quality legal services that meet our clients’ needs. However, no representation is made that the quality of the legal services we provide is better than that of other lawyers.HD Vest Investment Services (HDVIS) and HD Vest Advisory Services (HDVAS) are registered broker-dealer and investment adviser, respectively. They are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. Please note that HDVIS does not accept purchase or sales orders via any social media platform or its messaging systems. In addition, this firm does not provide tax or legal advice. If you wish to access third-party website content, please refer to the HDVIS Social Media Policy for more information.

IREXA - Financial Services / Wealth Strategies

At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings. Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.

Jackie Meyer, CPA, MSA

Jackie Meyer, CPA, MSA provides a wide range of comprehensive accounting services and tax solutions. She specializes in IRS representation, business start-ups, income tax preparation, planning for high net worth individuals, private company taxation, Texas Margin Tax, multi-state taxation, QuickBooks implementation, and oil & gas taxation. With her expertise and knowledge, she is committed to helping her clients maximize their financial potential.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.

Empirical Wealth Management

Empirical was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Rather than just being another Financial Advisor, we at Empirical strive to be your Personal Financial Advocate, working to help you make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of your overall financial plan. This strategy is simple, yet profound: the greater the number of prudent financial choices you make, the more quickly you will get to where you want to be. Our Mission is to provide you with the most effective, unbiased investment and financial planning advice available.

Duys & Bolenbaugh CPAs

At our premier accounting firm in Denver, we specialize in many different areas of accounting, including Tax Preparation & Planning, Business Consulting, New Business Start Ups, QuickBooks Accounting, Estates, Gifts, & Trusts, Forensic Accounting, Business Valuation, Retirement Planning, Real Estate Planning, and High Net-Worth Individuals. We provide outstanding service to our clients because of our dedication to three core principles: professionalism, responsiveness, and quality. Our staff is highly trained, experienced, and knowledgeable in our field and provide each client with close personal and professional attention. We are always responsive to the needs of our clients and strive to provide them with fast and accurate services. Our services page on our website provides a detailed listing of the services we offer. We continue to grow over the years due to our satisfied clients and their referrals. Our ultimate goal is to be available to our clients whenever they need us, and provide them with thoughtful advice that allows them to make informed financial decisions. We strive for excellence in all that we do, and we are committed to providing high quality service.

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

Joyn

Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and their families. Over the past decade, the company has been developing this model to better equip clients with the knowledge and tools they need to make informed decisions that will positively impact their money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and long-term strategies to ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in assets under management.

Manhattan Pacific Management

At Manhattan Pacific Management, we strive to provide the best possible service for our clients. Our mission is to ensure that all of your real estate assets, from Homeowners Associations (HOAs) and Common Interest Developments (COAs) to Commercial Real Estate and Investment Properties, are managed with transparency and strategic planning so they reach their full potential. We specialize in property management and advisory services for high net worth individuals, distinct family offices and exclusive homeowner association boards. By offering personalised and innovative services, you can rest assured that your property and its reputation remain in good hands. Our clientele includes Fortune 500 CEOs, celebrities and public figures, and we can guarantee that your privacy and discretion will always be our top priority. We understand that your reputation is invaluable, and we promise to uphold the highest standards when managing your valuable assets.