Tungsten Wealth Management

Hanke Wealth Management Firm

Introduction: As an independent firm serving individuals, we serve as fiduciaries -- without the interference of sales managers and without the conflict of interest posed by commission compensation. Hanke & Co. Wealth Management, LLC is a fee-only Registered Investment Advisor. Service: Our team strips away the financial jargon and speaks to our clients in plain English. We take a look at their financial problems through multiple lenses - investment, tax, law, etc. Our clients walk away with insight, clarity and actionable next steps. Common questions: Do I have enough to retire? Am I invested in a way that makes sense for my situation? Should I have more bonds? Am I doing all I can to reduce my taxes? Should I payoff my mortgage? How am I going to pay for college? Should I sell my home? How do I know the assets I leave behind are distributed according to my wishes? Look！ The initial consultation is free and there's no obligation.

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.

Independent Wealth Management

Retirement Planning Asset Protection Tax Minimization Planning Long Term Care Planning Estate Planning IRA Asset Planning Trusts Life Insurance Probate Elimination of Probate Charitable Giving Strategies Income Planning & IRA & 401(K) Rollover

Burlingame Wealth Management Firm

Introduction: David is among a select group of investment managers with extensive estate planning, executive compensation, and family law experience.  As independent, fee-only advisors, David and his two partners manage over $800 million in financial assets for more than 300 clients.  He is passionate about asset class investing, and he enjoys sharing this passion for sensible, disciplined investing with his clients.  In addition to his work as an investment manager, David enjoys helping clients establish and maintain detailed estate plans.  David's clients benefit from knowing that one trusted advisor can both:  (a) maximize investment returns while helping plan for retirement; (b) ensure the orderly and tax-efficient transfer of assets to chosen beneficiaries.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Buttonwood Financial Group

Buttonwood Financial Group is an independent wealth management firm located in Kansas City, Missouri providing assistance to individuals and families in managing their finances. Our team of financial planning experts specialize in helping clients simplify the complexities of wealth by offering comprehensive services such as taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. In addition, we are passionate about giving back to the community and have established our office as an art gallery to support the arts, education and other charitable causes. We are committed to making a meaningful impact in Kansas City.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.

WP Advisors

WP Advisors is an independent wealth management firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. We strive to deliver excellent service in a timely manner and take pride in our boutique advisory firm, where every relationship is important to us. We believe that wealth management is best achieved when strategic investment management and comprehensive financial planning come together. We have no conflicts of interest as everything we do is tailored to our clients' financial goals. Our size allows us to give each relationship the attention it deserves, ensuring that our clients won't be treated like a number.

Meridian Investment Partners

Meridian Investment Partners is an independent wealth management firm that provides a comprehensive range of services to its clients. Our experienced team of professionals offers portfolio management, retirement planning, financial planning and tax planning solutions tailored to each individual's needs. With our commitment to integrity and accountability, we have established ourselves as a reliable partner in helping our clients reach their investment objectives. Our disciplined approach, coupled with our extensive knowledge of capital markets, enables us to create diversified and successful portfolios. 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.