McHenry Capital

Infinium Investment Advisors

Infinium Investment Advisors is a Denver financial advisor dedicated to the needs of emerging affluent, young-to-senior execs and pre-retirees. With more than 30 years of experience in asset management, we offer comprehensive wealth management services including financial planning and investment management. Our independent advisory firm provides services to clients in Colorado, Michigan, Nevada, the United Kingdom, and beyond. Infinium takes a unique approach to risk management by adjusting assets based on current and anticipated markets, with priority given to protecting capital. This allows our clients to free up their time and energy to focus on family, career, philanthropic pursuits, and personal development. As part of our plans, we specialize in 401k Rollover and IRA Rollover work. At Infinium Investment Advisors, we understand the value of your trust and work to honor it. Our experienced team uses a fresh approach to asset management that helps you get the most from your investments. Contact us today to learn more about our services.

Ambassador Wealth Management

Finding the right financial advisor is a vital step for achieving success in life's transitions. Ambassador Wealth Management is a holistic financial planning firm that provides tailored services and advice to affluent clients. We understand the importance of developing an individualized plan that meets our clients’ needs and goals, as well as monitoring and adapting that plan to changing market conditions and life events. Our team of experienced advisors works with clients to create a comprehensive strategy that best suits their lifestyle, while also helping to implement and manage their investments. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Whitestone Wealth Management Services

Whitestone Wealth Management Services provides comprehensive asset management services for individuals, 1031 exchanges, affluent families, trusts, and foundations in Central and South Texas. We specialize in helping clients reach their financial goals by creating tailored investment strategies that are tailored to their specific needs. Our experienced team of professionals is dedicated to helping our clients build, grow, and protect their financial future. 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.

IMG Wealth Management

IMG Wealth Management has created a bespoke business model that caters to the needs of affluent customers and organisations. Our team of financial planners, investment managers and support staff are dedicated to providing a comprehensive and tailored service to our clients.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.

Cabinet Gosselin

At Cabinet Gosselin, we are dedicated to providing quality legal services that are tailored to fit the individual needs of our clients. We specialize in Elder Law, Real Estate, and Franco-American issues for both individuals and companies. Our team is highly experienced in Reverse Mortgages, residential and commercial real estate loans, Emergency interventions for seniors, qualification for MassHealth, the right trustee, wealth management, Road accidents of French tourists in the United States, impaired driving, divorce of French citizens in the United States, incorporation of French startups, breach of contract between French and American companies, and will and estate planning for the French citizens living in the United States. We are proud to partner with the Parisian law office Airieau Meyrieux Associates to provide comprehensive legal services to all of our clients.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

BPM

BPM is the largest California-based accounting and consulting firm. We've been serving the Bay Area's emerging and mid-cap businesses as well as high net worth individuals for over 30 years. As a full-service accounting and consulting firm, our expertise spans far beyond the basics. We are deeply experienced in assurance, tax, business consulting, and wealth management with over 50 committed partners leading these groups. Our industry experience covers many sectors: technology (semiconductor, software, hardware, Internet/online media), life sciences, real estate, financial services, nonprofit, and more.

McHenry Capital

McHenry Capital, LLC is a fee-only wealth management firm dedicated to helping emerging affluent individuals, couples, and families manage their wealth more effectively. The company seeks to maximize the Return on Life (ROL) for its clients by assisting them with all of their financial needs and transitions. Our team of experienced professionals provides tailored solutions that can help clients reach their goals. We strive to make our clients feel secure and empowered as they navigate this complex financial landscape.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.

Trader Roberts & Spangler

Trader Roberts & Spangler, PLLC is a professional CPA firm located in the West. Our team of experienced partners have over 60 years of experience in providing tailored tax, accounting, and consulting services to closely held businesses, family owned companies, and emerging enterprises. We offer strategic and transactional tax planning as well as business advice to our clients, and partner with other professionals such as attorneys, wealth management advisors, and insurance agents to implement their plans. We also provide individual tax preparation, representation for LLCs, corporations, s-corporations, trusts, and estates, CFO advisory services, and business consulting.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.