Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. is a fee-only investment management firm with two locations in Irvine and Carlsbad, California. Clients can meet with Annette Di Bello for an initial consultation at the Irvine office, and subsequent meetings are available at the Carlsbad location. 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.

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.

Align Wealth Management

Align Wealth Management is a fee-only wealth management firm dedicated to helping families with more than $750,000 in investable assets. We act as fiduciaries, meaning we always put our clients' interests first. We collaborate with each family to ensure they are on the right track to achieving their goals without taking too much risk, incurring too many costs or incurring too much tax. Our experienced team of financial advisors have the expertise and experience to help our clients make informed decisions about their investments and financial strategies. We provide tailored services that are designed to fit the individual needs of each family. Our advisors have access to the latest technology and resources to ensure our clients have the best possible experience.

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

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. 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.

Citrine Capital

Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs and much more. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth. Citrine Capital, LLC is a California registered investment advisor.

Waypoint Wealth Counsel

Waypoint Wealth Counsel is a fee-only wealth management firm that provides clients with customized investment management and financial advice. We strive to ensure that our clients understand their options and the implications of their decisions, in order to help them make sound financial choices. Our team is committed to transparency, objectivity, and integrity as we guide our clients through the complexities of the financial system. We offer a comprehensive suite of services including asset allocation, portfolio construction, retirement planning, tax planning, estate planning, and insurance planning. Our team is comprised of experienced professionals specializing in wealth management who work closely with clients to provide personalized and tailored advice. We believe that our commitment to our clients, along with our core values, enables us to provide an unparalleled level of counsel and support.

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