Davis 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.

Amling Investments

At Amling Investments, our mission is to help you grow and preserve your wealth, and achieve your financial goals. We offer investment management services, providing comprehensive analysis of your current investments, followed by the construction of a tailored portfolio that meets your needs. Our experienced team will manage this portfolio for you, keeping you informed and helping you to make informed decisions about your money. We take the worry out of investing, so you can focus on other goals. 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.

Rivermark Wealth Management

At Rivermark Wealth Management, we specialize in providing financial planning and investment management services to early to mid-career tech professionals and their families. Our goal is to help our customers reduce taxes, manage equity compensation, save for college, and plan for financial independence. We have developed the industry's best tech stack to provide a comprehensive view of our customers' finances. Our team understands the power of technology to improve lives and are dedicated to leveraging it to its fullest potential. 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.

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

Walnut Investment Services

At Walnut Investment Services, our mission is to provide unbiased and personalized financial and investment management services to individuals, families, and small businesses. Located in the Park Slope neighborhood of Brooklyn, our professional team of Financial Planners, Retirement Planners, Money Managers, and Taxation Specialists offer a wide range of services. We are dedicated to delivering a tailored experience that meets the individual needs of each of our clients. Our experienced staff will work with you to develop an investment strategy that is tailored to your specific goals and objectives. We understand that your financial future is important, so we strive to ensure that you are equipped with the knowledge and resources necessary to make informed decisions.

Celaya Wealth Management

Celaya Wealth Management is a Coral Gables-based Registered Investment Advisory firm that provides financial planning and investment management services as part of our comprehensive wealth management plan (CWealth). Our team of experienced professionals are dedicated to helping our clients achieve their financial goals. 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.

Momentum Private Wealth Management

Momentum Private Wealth Management is a Fee-Only financial planning and wealth management firm committed to helping individuals and families realize their financial goals. As a CFP® Professional and Fiduciary, our team is dedicated to providing full investment management services, retirement planning, and financial planning tailored to each individual’s needs and life aspirations. We strive to build a transparent and practical wealth management firm that serves the community, inspiring people to take charge of their financial future and assign their assets a purpose. As part of the XY Planning Network (XYPN), we serve all stages of life, from Millennials to Gen Y to Gen X to Retirees, regardless of income and asset level. With Momentum Private Wealth Management everyone can access the art of financial planning.

Wellman Capital Management

Wellman Capital Management, Inc. is a financial services firm that has been providing assistance to individuals and families for 28 years. We prioritize helping clients take care of themselves and their families by getting to know them, understanding their dreams and goals, and determining their risk tolerance. Our comprehensive analysis of clients' needs and objectives allows us to develop an investment strategy tailored to each individual. Our investment management services are designed to accommodate different family circumstances and time horizons. We strive to create long-term relationships with our clients, based on open and honest communication.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.

Solutions Wealth Management

Solutions Wealth Management is an independent investment planning firm that has a mission of helping clients create, preserve and maintain wealth. Our team of professionals provides comprehensive wealth planning and investment management services, including financial guidance, professional advice and asset management, with expertise and objectivity. We specialize in working with individuals, families, business owners, professionals, trusts, retirement and pension plans to achieve their financial goals. With our experience and knowledge, we are committed to helping clients reach their full financial potential. 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.

Wescap Management Group

Wescap Management Group is an independent, registered investment advisory firm that provides financial planning and investment management services to a variety of high-net-worth individuals and families. The team at Wescap offers personalized advice and support to help their clients make the best decisions for their financial future. 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.

First Investor Realty & Management

First Investor Realty & Management is a property management company in Charlotte, NC and its surrounding areas. We have been providing high quality, affordable, and flexible rental investment management services since 1995. Our experienced team offers 24 hour maintenance, the latest technologies, and plans tailored to fit your individual needs without charging for unnecessary services. Our mission is to help both new and seasoned investors locate and purchase investment properties and manage their investments efficiently. By being a small company, we are able to personalize our services to meet the specific needs of each customer. We strive to provide the highest level of service, all while keeping our management fees low at 4%.

Thrive Retirement Specialists

At Thrive Retirement Specialists, we focus on helping people achieve their retirement goals through our comprehensive planning and investment management services. Our unique fee structure is a flat-quarterly rate of $2,250 that is charged directly from the individual's investment account. No commissions, no referral fees, and no hidden costs – just a straightforward price for our comprehensive service. Our ThriveRetire™ 8-step retirement planning process gives us the ability to provide a more comprehensive and strategic approach to retirement planning. This service is best suited for individuals nearing or in retirement with an investment portfolio of at least $500,000. We invite you to learn more about our services. Our team of experienced professionals are dedicated to helping you plan and manage your investments to help you reach your retirement goals.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.

VZD Capital Management

VZD Capital Management, LLC is a financial advisory business based in Lenexa, Kansas. It is run by Ethel J. Davis, the Founder and CEO, and its name is derived from her late parents' initials - Vergie and Zether Davis. The firm provides personalized investment management services to affluent individuals, families, trusts, and endowments. Their expertise covers creating tailored investment portfolios that strive to make the most of their clients' resources. The team at VZD Capital Management is committed to providing quality service and guidance to ensure their clients' financial security.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.

North Capital

North Capital is a Registered Investment Advisor, providing financial planning and investment management services to individuals, families, small businesses, and non-profit organizations. Our goal is to help our clients plan for their retirement, save for college, invest for their future, and maximize their wealth. We offer a variety of services such as financial planning, investment advice, retirement planning, Roth IRA conversions, 401k, 403b, and IRA. Our approach is based on time-tested principles of broad diversification, open architecture investment selection, low costs, and tax efficiency.Our team has the experience, knowledge, and trustworthiness to help you achieve your financial goals. With us, you get a fresh perspective on how to best invest in yourself and your future. We offer personalized advice tailored to your needs and preferences, ensuring that you get the most out of your investments.