Potentia Wealth

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. 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.

Potentia Wealth

At Potentia Wealth, we are committed to providing our clients with exceptional service and the highest quality of care. Our goal is to strive for excellence in every aspect of our business and to ensure that our clients are satisfied with our professionalism and attentiveness. We are determined to lead the way when it comes to providing innovative solutions. We take accountability seriously and have implemented systems to track tasks and monitor processes to ensure that everything we do is up to standard. Our integrity is of the utmost importance to us and we take pride in delivering on our promises. 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.

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.

Cochran Wealth

At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.

Zimmerman landscaping

Zimmerman Landscaping and Maintenance is dedicated to giving Elgin, Illinois and surrounding areas a beautiful transformation. Our team of highly trained and qualified professionals strive to provide our customers with quality work that exceeds expectations. We offer services such as brickpaving patios, retaining walls, landscape design, fall and spring clean ups and more. Our commitment to customer satisfaction ensures that no matter the size of the project, we will deliver results that you'll love. For a free analysis and estimate, contact us today. At Zimmerman Landscaping and Maintenance, we guarantee reliable and professional services. All of our staff are fully insured and have a wealth of experience in the industry. We take pride in every detail of our work and will go the extra mile to make sure your vision is realized. Our team has the knowledge and resources to help you create the perfect outdoor space for your home. Get in touch with us today and let us help you turn your landscape dreams into reality.

Westwood Professional Services

Westwood Professional Services is a highly-esteemed, full-service civil engineering firm that provides services for public infrastructure, private development, renewable energy and power delivery projects. Founded in 1972 in Minneapolis, Minnesota, Westwood has since expanded its operations to many other locations across the country. In addition to their expertise, Westwood is also known for their commitment to their people and clients. Their success is reflected in their recognition in the Zweig Group's Hot Firms and Best Firms to Work For lists, as well as the first place Zweig Marketing Excellence award in 2022. Westwood's team of professionals have a wealth of experience in the industry, providing top quality services that meet their client's needs. They are committed to the safety, sustainability, and success of each project they undertake, working with the utmost integrity and dedication. Their success, combined with their extensive knowledge and technical capabilities, make Westwood the ideal partner in civil engineering projects.

Westbrook Financial Services

Westbrook Financial Services, Inc. is an independently-owned wealth management and financial services firm that operates in the southwestern United States. We specialize in providing tailored advice and services to our clients. Our comprehensive range of services includes Financial Planning, Estate Planning, Wealth Management, Investment Consulting and Communication, and Personal Protection Planning. We also provide services to corporate clients and their employees such as Executive Benefits planning, Business Succession Planning, and Retirement Planning. Our team is dedicated to providing personalized and professional service to help our clients achieve 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.

Capital Partners Wealth Management

At Capital Partners Wealth Management, we are dedicated to providing the highest quality holistic financial planning and wealth management services. Our independence allows us to craft the most tailored solutions for each of our clients, free from the expensive fees and commissions associated with Wall Street. We are proud to offer a free consultation to determine whether our services are right for you. Our team of professionals specializes in life/disability/long term care insurance planning, providing an unparalleled level of personalized service. With years of experience in the field, we are able to deliver optimal solutions that ensure your financial security and peace of mind.