Kimery Wealth Management

Nevada Family Wealth

Nevada Family Wealth is an independent financial services firm dedicated to providing high quality wealth management solutions and services to families in Nevada. We have a leadership team with a combined 100 years of expertise in the financial industry, and are partnered with Raymond James, one of America's largest independent financial services firms. This provides us with access to top-notch investment research, operational and trading support, as well as industry experts and market-leading technology. Furthermore, we also take an active role in the communities we serve, from Reno to Las Vegas, by supporting and participating in many organizations and charities. We look forward to assisting you and your family in achieving your financial goals.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.

Family Wealth Partners

At Family Wealth Partners in Concord, NC, we strive to provide the best financial services possible. Our team of professionals is dedicated to providing the highest quality of service, taking a proactive approach and paying close attention to the details of our customers’ needs. We are confident that our services will exceed your expectations. 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.

Family Wealth Planning Partners

Craftsman Wealth Planning Partners was established with the goal of providing families with an open and honest approach to their financial future. We strive to understand each family's needs and vision for success, beyond just their financial assets. Our team takes the time to get to know our families and provide solutions tailored to their individual needs. We are committed to offering our families the best possible advice and guidance. Our team of experienced professionals is dedicated to helping families reach their financial goals, providing comprehensive wealth planning services that include investment management, retirement planning, estate planning, and tax planning.

Kimery Wealth Management

Kimery Wealth Management is a private investment advisory practice dedicated to helping individuals, families and nonprofits preserve and grow their wealth. We employ sophisticated strategies that are tailored to meet the unique needs and goals of our clients. Our experienced team provides sound advice and expertise to ensure that your financial future is secure. Our services include family wealth advising, institutional consulting and asset management. We monitor markets carefully and use advanced portfolio design techniques, as well as tax-advantaged investing, to provide the most suitable financial solutions for our clients. We also offer ancillary services such as trust and estate planning, retirement planning and philanthropic consulting.

Brown Smith Wallace

Brown Smith Wallace is a leading public accounting firm in the Midwest. They offer services that make a measurable difference for their customers, such as providing a written guarantee. Services they provide to St. Louis's largest companies include employee benefit plan audits, captive insurance company services, internal audit, IT audit and other risk services, financial advisory services like litigation support, valuation and specialty tax services like family wealth planning, state and local taxes, sales and use tax consulting, credits and incentives, and property tax and international tax services. Brown Smith Wallace serves many industries, including broker-dealers, captives, government, health care, insurance companies, not for profit organizations, real estate and retail. This branch of Brown Smith Wallace services Glen Carbon, Edwardsville, Maryville, Troy, Bethalto, Collinsville, Belleville, Granite City, and the surrounding Madison County communities. 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.

Zora Financial

Zora Financial is a fee-only financial planning and investment management firm located in Birmingham, Alabama, offering services to clients throughout the United States. Founded in 2014, the company has a mission to provide holistic advice to entrepreneurs, families, and wealth builders. By uncovering their values and building specific goals, Zora Financial aims to deliver tailored and comprehensive planning experiences. The team at Zora Financial strives to build confidence and security through behavioral-based financial planning and investment management. They also specialize in retirement plan establishment and advising.

Kelly Rose Mason Law Firm

Introduction: Estate planning, Trust Administration, Probate Over her 12 years of experience as an estate planner, Kelly has developed a compassionate, cost-effective, customized approach to estate planning. In consultation, Kelly considers your goals, assets and responsibilities and how they will be preserved and passed on. Service: Kelly's approach results in a personalized estate portfolio and all the necessary supporting documents to enact your plan. Kelly also works with client families and their advisers by regularly evaluating their wealth management needs (estate planning, wealth transfer, specialized asset management, unique beneficiary concerns, philanthropy, family dynamics) and coordinates those investment and fiduciary services with the client family's trusted advisers. Kelly offers services to clients via video conference, home visits and work or care facility visits.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. 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.