Prism Capital Management

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.

Prism Capital Management

Prism Capital Management is an investment management firm based in Seattle that offers a unique approach to helping clients reach their financial goals. We are guided by three founding principles: we prioritize our clients' lives and objectives, emphasize low cost optimization, and remain independent and fee-based only. Our team of experienced professionals have the expertise to recommend any financial product or strategy that will help our clients reach their goals without any conflicts of interest. At Prism Capital Management, we are committed to providing our clients with personalized advice, quality service, and the resources they need to make informed decisions. Our comprehensive suite of services includes portfolio management, retirement planning, tax planning, estate planning, and more. We strive to provide our clients with the highest level of service possible and are dedicated to helping them pursue their financial dreams.

Capital Asset Management

Capital Asset Management of Oklahoma City is a professional investment management firm that provides financial advice and planning to help customers achieve their goals. Our team of certified financial planners assist clients with their future retirement plans, wealth management, 401K management, and more. We strive to provide our customers with the best advice and plans to make smart decisions with their money now, to ensure they have a comfortable retirement in the future.We offer a variety of services, including retirement planning, business start-up support, and 401K guidance. Our experienced advisors are here to guide you through life's milestones, whether it’s starting a family, transitioning out of the military, or launching your first job. We will work with you to create a comprehensive plan that meets your needs and goals.

Colony Capital Management

Colony Capital Management is an investment management firm that belongs to a third-generation family business, Atlantic Investment Company. This company has a long history of recognizing and capitalizing on investment opportunities. At Colony Capital Management, we only work with a chosen group of clients who share our vision of how investing can help to preserve wealth. The team at Colony Capital Management has extensive experience investing in a wide range of areas, from real estate and infrastructure to private equity and debt. Through our expertise, we are able to provide customized solutions and strategies to help our clients reach their goals.

Delphi Management

Delphi Management, based in Boston, Massachusetts, is a well-known investment management firm established in 1980 by Scott M. Black. The company specializes in value investing and strives to provide solid and consistent returns for its clients through a detailed, research-based approach. 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.

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...

Obsidian Capital Investments

Obsidian Capital Investments is a commercial business performance management firm. We assist business that face credit and cash flow challenges. We specialize in working with Franchisors and Franchisees but help many other businesses that are non franchised. Our goal is very specific, that is to HELP as many business owners improve their situation through education on what banks-lenders are looking for and how to establish corporate credit while learning the importance of separating your personal credit with your business credit. When it comes to establishing corporate credit to obtain unsecured credit lines, operating capital, equipment financing, consumer financing and much more, Obsidian is your go to company. We take your security VERY Serious and have strict security protocols in place to protect your businesses information. We work diligent and fast to provide you with the solutions your business needs to take it to the next level. Contact us today to obtain your no obligation hassle free Strategy Session and mini SWOT analysis to see where your business stacks up to your competition.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t