Nevada Family Wealth

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.

Lofy Group Wealth Management Inc To Wealthy Families And Business Houses

Lofy Group Attorneys At Law, PC operates as a firm offering litigation services to wealthy families and business houses. It is one of the premier law firms in Arizona State. The company offers services in a range of areas, including: Mergers and acquisitions, intellectual property. Estate planning, business entity, asset protection and more. Its client list comprises individuals as well as Fortune 500 companies. The company is a part of The Lofy Group, one of the premier wealth management firms in Arizona. Offering legal, financial and tax services.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

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.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Lori Smith- Southern Nevada Realty & Property Management

Lori Smith- Southern Nevada Realty & Property Management is a full-service real estate brokerage firm offering residential, single and multi-family, luxury home sales, commercial buildings, offices, centers, and portfolio management. With a team of experienced professionals, they provide leasing services and full service property management, as well as residential and commercial sales and leasing. Furthermore, their broker is also a fully licensed financial advisor providing personal and business financial planning, insurance, retirement, investments, and management. The team at Lori Smith- Southern Nevada Realty & Property Management are dedicated to providing comprehensive real estate services for their clients. They strive to offer the best in customer service, providing reliable and knowledgeable guidance through every step of the process. With their expertise in the industry, they are able to provide tailored solutions to fit the individual needs of each client. Their commitment to excellence ensures that clients have a seamless experience when working with them.

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

Rivermark Wealth Management

At Rivermark Wealth Management, we specialize in providing financial planning and investment management services to early to mid-career tech professionals and their families. Our goal is to help our customers reduce taxes, manage equity compensation, save for college, and plan for financial independence. We have developed the industry's best tech stack to provide a comprehensive view of our customers' finances. Our team understands the power of technology to improve lives and are dedicated to leveraging it to its fullest potential. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.