Wilbanks Partners

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.

One Wealth Management

One Wealth Management is a financial services firm providing comprehensive planning solutions to individuals and families, retirement planning, estate planning, business owners, and executive benefits planning. Our mission is to provide our clients with the highest quality advice, service, and support in order to help them reach their financial goals. We have a wide range of services to offer our clients, including life insurance, disability income insurance, long term care insurance, individual retirement accounts (IRA), IRA rollovers, annuities, estate tax minimization strategies, professional asset management, wealth transfer strategies, business protection planning, buy/sell funding options, key employee insurance, succession planning, deferred compensation plans, executive bonus plans, and split dollar arrangements. Our team of experienced advisors and professionals is committed to assisting our clients in achieving their financial objectives.

Prestige Escrow

Prestige Escrow, LLC is an independent escrow company that has been in the Pacific Northwest for over two decades. We offer closing services for all kinds of commercial and residential real estate transactions, from Blaine to Asotin, Metaline Falls to Long Beach, and everywhere in between. Our personalized service ensures that clients receive a professional and convenient closing experience, whether it be at our office in South Everett or at the client's chosen location. Our team of closers consists of Buyers, Sellers, Real Estate Brokers, Asset Managers, Builders, Developers, Business Owners, Mortgage Lenders, Bank Executives and Government Agencies. We are committed to providing a hassle-free closing experience, accommodating to our clients' schedules and preferences.

Wilbanks Partners

Wilbanks Partners, an agile and forward-thinking organization, offers a broad selection of executive recruitment and operational consulting services to all areas of asset and wealth management. Their expertise covers every step of the process, from strategy to implementation.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Eddy Delgado - Coldwell Banker West

Eddy Delgado has been a professional real estate salesperson since 1990. He specializes in listings, foreclosures, consulting, the probate process, and property management. Throughout his almost 30 year career, Eddy has served clients across San Diego on a variety of real estate transactions, ranging from new construction to asset management. He also held senior management positions at several prominent companies in Southern California and was the Regional Director of Training and Recruiting Manager for the largest Century 21 franchise in the world. In addition, he co-founded Blue Stone, a successful residential property management firm. Eddy has received many awards throughout his career, including Coldwell Banker's international awards and Century 21's Centurion Awards. Outside of the office, he is known for facilitating educational workshops and speaking to homeowners and various audiences about the probate process. He also serves as an industry expert at the San Diego Superior Courts. Eddy Delgado is proud to be a broker at Coldwell Banker, a respected real estate brand since 1906. He often expresses that it is more than a job for him, but a passion.

Shearman & Sterling LLP A Global Law Firm With Nearly 1,000 Lawyers

Shearman & Sterling is a global law firm with nearly 1,000 lawyers located in 19 offices throughout the world. The firm specializes in: Mergers and acquisitions, capital markets, project development and finance. Business litigation, international arbitration, asset management and tax law. It has advised many of the world's leading corporations, financial institutions and governmental organizations for more than 130 years. Shearman & Sterling engages in transactions in Asia, the Middle East, Europe, North America and Latin America. The firm also practices in: Antitrust, intellectual property, bankruptcy, reorganization, corporate governance. Criminal law, executive compensation and employee benefits. It maintains offices in various cities, such as Washington, D.C.

Shearman & Sterling

Introduction: Shearman & Sterling is a global law firm with nearly 1,000 lawyers located in 19 offices throughout the world. It maintains offices in various cities, such as Washington, D.C. The firm specializes in mergers and acquisitions, capital markets, project development and finance, business litigation, international arbitration, asset management and tax law. Service: It has advised many of the world's leading corporations, financial institutions and governmental organizations for more than 130 years. Shearman & Sterling engages in transactions in Asia, the Middle East, Europe, North America and Latin America. The firm also practices in antitrust, intellectual property, bankruptcy, reorganization, corporate governance, criminal law, executive compensation and employee benefits.

Highland Advisory Group

Financial Planning & Asset Management for Doctors, Successful Entrepreneurs, Women who are Divorced or Widowed, Highly Compensated Executives, Sudden Money recipients and Pre-Retirees. Flat fees for planning and/or percentage of total assets under management.