Annex Wealth Management

Alldredge Fee-Only Wealth Management

At Alldredge Fee-Only Wealth Management, we are committed to providing comprehensive and holistic financial planning and wealth management services. Our approach is based on the belief that financial planning is an ongoing process rather than a one-time event. We provide independent, unbiased advice to our clients, without taking commissions or referral fees from third parties. This helps us to maintain a strong level of trust with our clients. Our team has extensive experience in the financial planning industry and we strive to provide our clients with the best possible advice. We understand the importance of developing a personalized plan in order to reach the desired financial goals. We are here to help guide our clients through the complex world of financial planning and investments.

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

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

Lourd Capital Management

Lourd Capital Management is a fee-only wealth manager focused on meeting the financial needs of high-profile individuals such as business leaders, artists, entertainers, and athletes. We understand their unique challenges and strive to provide them with the confidence and peace of mind that comes with making smart financial decisions. Our team of experts is dedicated to delivering personalized, comprehensive financial solutions tailored to each client’s individual needs. We are committed to helping our clients simplify their lives by taking care of their everyday financial matters so they can focus on their own passions. 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.

Waypoint Wealth Counsel

Waypoint Wealth Counsel is a fee-only wealth management firm that provides clients with customized investment management and financial advice. We strive to ensure that our clients understand their options and the implications of their decisions, in order to help them make sound financial choices. Our team is committed to transparency, objectivity, and integrity as we guide our clients through the complexities of the financial system. We offer a comprehensive suite of services including asset allocation, portfolio construction, retirement planning, tax planning, estate planning, and insurance planning. Our team is comprised of experienced professionals specializing in wealth management who work closely with clients to provide personalized and tailored advice. We believe that our commitment to our clients, along with our core values, enables us to provide an unparalleled level of counsel and support.

Citrine Capital

Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs and much more. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth. Citrine Capital, LLC is a California registered investment advisor.

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. 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.

ATX Portfolio Advisors

ATX Portfolio Advisors is a fee-only wealth management organization designed to assist business owners and busy professionals who lack the time, interest, or discipline to take control of their financial life. We offer both hourly financial planning services and complete wealth management packages to help you build and maintain a healthy portfolio. Get in touch with us today to start planning your future! 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.