Stifel | Joshua M. Glass

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.

Wealth Management Partners of Los Angeles

Wealth Management Partners of Los Angeles is a financial services provider that offers a range of strategies to help individuals plan for retirement, assess financial risk, and develop estate planning strategies. From starting retirement accounts to mastering the art of beating the market, they provide comprehensive advice on how to create and preserve wealth. They also specialize in offering tax strategies, premiere financing, and income creating solutions after retirement. Furthermore, they provide specialized services for Millennials, such as wealth accumulation advice, and offer guidance on 401k, IRA, 403b, 457, Roth, and annuity rollovers. The team at Wealth Management Partners of Los Angeles is dedicated to helping clients reach their financial goals. They are experienced professionals who strive to stay ahead of the latest market trends and offer tailored solutions for each client’s unique needs. They have a proven track record in helping individuals with sudden wealth management, such as lottery winnings or inherited assets. They are committed to passing an estate to an heir and preserving assets for heirs.

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.

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.

TFG Wealth Management

TFG Wealth Management's President, Mark Fried, is pleased to offer a free financial consultation. During this meeting, he will evaluate your present finances, strategies, targets, and determine whether your current plans are suitable for your future objectives. Our services are designed to help you achieve your long-term financial goals, integrating retirement income planning, asset and investment management, tax planning, healthcare planning and estate planning into one comprehensive package. Mark Fried is a Wealth Strategist who has worked with wealthy families for years to get clients to and through retirement. TFG Wealth Management's mission is to help clients reach their three financial objectives - Control, Security, and Financial Freedom. 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.

Elite Wealth Management

At Elite Wealth Management, we strive to be a proactive partner in serving the best interests of our clients. We offer a full range of financial services and solutions designed to meet the individual, family, and institutional needs of our clients. Our team of analysts is dedicated to providing sound investment advice and strategic planning tailored to each client's needs. We specialize in financial advising, financial planning, investment strategies, financial consulting, financial asset management, risk management, investment strategy, alternative investment, retirement planning, and estate planning. We understand the importance of truth in value-creation and strive to provide our clients with peace of mind regarding their financial future. We manage the assets of our clients through Separately Managed Accounts at a major online brokerage. This ensures our clients have control and transparency over their accounts. Our firm serves a broad base of clients, from newly affluent individuals to families with long-term wealth and complex financial requirements.

Parkworth Wealth Management

Parkworth Wealth Management, Inc. offers wealth management services to tech professionals so that they can take control of their financial destiny. Often, these workers have their wealth tied up in the technology industry which can be a risky situation. Our aim is to help them break away from relying solely on their company and assist them with making the most of their stock options and RSUs. We are based in San Jose and Palo Alto, California and understand the ups and downs of the tech industry. Our business was created by our founder after his 15 year career in tech and he wrote a book titled "Personal Finance for Tech Professionals in Silicon Valley and Beyond" which can be used to help tech workers avoid being at the mercy of the ever-changing tech sector. We invite tech employees to contact us and arrange a video call to start reducing their exposure to the volatile industry and instead feel secure in their financial future. 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.