Cambridge Southern Financial Advisors

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.

ACCESS Wealth Management

ACCESS Wealth Management is an independent firm of professional wealth managers that are committed to helping you craft the best financial plan for your future. Our experienced team is dedicated to providing you with personalised advice and exemplary service, so that you can trust us with any financial decisions you have to make. Whether you are looking for investment management for your children's future, or needing guidance on how to best invest a recent inheritance, our experienced advisors will work closely with you to ensure that you get the most from your money. With ACCESS Wealth Management, you can be sure that you have the right support in place to make the best financial decisions for you and your family.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.

WHF Wealth Management

WHF Wealth Management is an investment firm with a focus on wealth preservation strategies, income and estate investments, and access to varied investment options. Our experienced team has over fifty years of collective expertise in the industry, and we strive to create a trusting relationship with our clients by offering tailored solutions and open communication. We are associated with Wells Fargo Advisors Financial Network which adds an assurance of security and reliability. We provide our clients with comprehensive services to meet their personal, financial, and philanthropic goals. Our tactical approach to investment planning considers each individual’s unique situation and ensures successful outcomes. With our knowledge and experience, you can be certain your money is in good hands.

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

Hermosa Wealth Management

Hermosa Wealth Management is an investment advisory firm based in California that serves affluent investors. We are dedicated to providing clients with the highest quality of wealth management, asset management, and financial planning services. As a Registered Investment Advisor, we take on the fiduciary responsibility to ensure that our advice is tailored to each client’s best interests. Our team of experienced advisors has extensive knowledge of the financial markets and strives to provide tailored solutions to meet each client’s individual needs. From legacy planning and retirement strategies to investment portfolio reviews, Hermosa Wealth Management provides a comprehensive suite of services to help you achieve your financial goals.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. 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.