Charles Schwab

CapRock Wealth Advisors

CapRock Wealth Advisors is a financial advisory firm that strives to help families and small to mid-sized businesses reach their goals of financial independence. Our team of experienced professionals take the time to understand our clients' needs and provide comprehensive, objective service and support. We focus on developing innovative wealth management strategies to ensure that our clients can realize their dreams. We prioritize the client experience, making sure that each person feels listened to and understood. Our staff of experts is passionate about assisting our clients in every aspect of their financial lives, offering individualized attention and a hands-on approach to financial guidance.

DEW Financial Management Group

Bringing Wall Street Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren. The mission DEW is to provide independent and objective financial services with the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. Financial planning is about more than preparing for retirement. It's about working toward short- and long-term goals and helping protect the most important things in life.

Charles Schwab

Charles Schwab started a company with the mission to revolutionize the investment industry. He believed in providing clients with personalized services, innovative wealth management strategies, and a commitment to their financial success. Today, Schwab provides a wide array of services including financial advising and retirement planning, as well as complimentary workshops covering investing basics and complex trading strategies. They also offer brokerage products which are not FDIC insured, have no bank guarantee and may lose value. 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.

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.

BMSS

BMSS is an innovative team of professionals focused on offering peace of mind and a great client experience to individuals. Our expert accountants, business advisors, wealth managers, IT consultants and human capital consultants are committed to giving our clients the best possible service with a nationwide insight and global reach. We provide a variety of services such as audits, reviews, compilations, personal and corporate tax, IT consulting, human capital consulting and management, and wealth advisory. Additionally, we are affiliated with a staffing firm, and can help clients all over the world. Our team is driven to create worry-free environments for our clients, and we are proud to be part of your local community.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.

OneAscent Wealth Management

At OneAscent Wealth Management, our mission is to help clients and families make sense of their financial lives, build confidence, and find contentment. With a comprehensive suite of solutions tailored to each individual's unique needs, we align planning, investment, and stewardship decisions with what matters most. Our team is committed to providing guidance and support to help stewards thrive in life and in legacy. We utilize innovative strategies to design financially sound plans that can be adapted over time to meet changing circumstances. Our approach begins with understanding your values and goals, followed by a review of your current and anticipated financials. We then create a plan to meet your objectives, while also optimizing resources and minimizing risk. Throughout the process, we remain available to provide advice, counsel, and ongoing support.

Robasciotti & Philipson

Wealth management by and for women and the LGBTQ community. We take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services. We work with a wide variety of clients and specialize in the needs of women and the LGBT community. Our practice is unique; we believe that emotions hold vital information needed for making clear, thoughtful choices, and financial choices are some of the most significant we make in a lifetime. Instead of following the industry standard approach of removing emotions from decision-making, we welcome them, work to understand them, and allow them to intelligently inform our clients' most important financial decisions.