Rigg Wealth Management

Promenade Advisors

Promenade Advisors LLC is a financial planning and advisory firm which provides services to individuals, high net worth individuals, corporations, foundations and endowments at all stages of their financial life. Our goal is to help clients identify their financial mission and create a comprehensive financial plan that meets their long-term needs. We strive to ensure a common understanding between us and our clients and provide a basis for the creation of strategic alternatives. Our team of experienced advisors offer a variety of financial services including investment advice, real estate consulting, and asset management. We work with clients to determine their financial goals and objectives and create tailored plans to help them realize those goals. Our advisors are committed to providing the best possible advice to ensure our clients reach their financial objectives.

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

WP Advisors

WP Advisors is an independent wealth management firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. We strive to deliver excellent service in a timely manner and take pride in our boutique advisory firm, where every relationship is important to us. We believe that wealth management is best achieved when strategic investment management and comprehensive financial planning come together. We have no conflicts of interest as everything we do is tailored to our clients' financial goals. Our size allows us to give each relationship the attention it deserves, ensuring that our clients won't be treated like a number.

Simonet Financial Group

At Simonet Financial Group, we are committed to helping our clients realize their financial goals. Our team of experts offers holistic financial planning services that integrate proven strategies, modern technology, and personalized service. We specialize in retirement planning, cash flow and risk management, business exit and succession strategies, and investment strategies tailored to the needs of highly compensated employees and high net worth families. We also coordinate with outside professionals to ensure a comprehensive financial plan. By taking a comprehensive approach to financial planning and utilizing the latest tools, we work with our clients to create and achieve their unique financial goals. 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.

Joyn

Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and their families. Over the past decade, the company has been developing this model to better equip clients with the knowledge and tools they need to make informed decisions that will positively impact their money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and long-term strategies to ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in assets under management.

Harding Financial Group

Harding Financial Group is a wealth management firm based in Columbus that has been helping clients with retirement planning, estate planning, and investment advice for the past 18 years. Our team of certified Financial Planners specialize in high net-worth investment strategies, providing clients with a quality service and open communication. As part of our commitment to customer satisfaction, we guarantee a return of fees paid over the first 12 months of our services. Harding Financial Group's mission is to provide clients with the best possible wealth management experience. Our expertise and dedication to excellent customer service sets us apart from other firms and allows us to provide our clients with the best advice on how to manage their wealth.

Salley Wealth Advisors Group Llc

At Salley Wealth Advisors Group Llc, we provide quality investment advisory and financial planning services to high net worth individuals and their families. We also specialize in retirement plan consulting for small to medium sized businesses. Our approach is comprehensive and objective, allowing us to develop solutions that are tailored specifically to each client's unique circumstances. Our team of experienced advisors is committed to delivering the highest level of service to all of our clients.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.

Profectus Financial

If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success. Profectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.

SJ Accounting Consulting, CPA CFP

Sean Lee, the founder of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4% of CPAs possess. His mission is to provide high quality services, such as tax savings and maximized refunds, to select business and high net-worth individuals at an affordable rate. Having worked in the field of accounting, finance and taxation for more than two decades, Sean understands the importance of planning ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can help clients develop and maintain strategies that will help them protect and grow their assets and wealth. Tax preparation is a yearly task, and often done without taking into account the client’s financial situation and goals. Likewise, a financial advisor will only discuss the products they offer, but not factor in the client’s tax situation. To reap the full benefits, it is important to have a comprehensive approach that takes into consideration all financial matters. This is where Sean’s dual qualifications come in – he is uniquely placed to bring together the two disciplines to help his clients achieve their financial goals.

Orion Capital Management

Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.

ABIP CPAs & Advisors

At ABIP CPAs & Advisors, we believe in providing tailored financial solutions for small to medium-sized organizations. We are not just an audit and tax firm, but also your long-term trusted advisor. Our commitment to providing proactive and responsive services for our clients is what makes us different from our competitors. Our team offers a wide range of assurance, tax, accounting, and specialized services at a fair price. We strive to understand each client’s needs and develop strategies that cater to their specific goals and challenges. We provide our clients with the information they need to effectively manage their business and personal lives. We have a diverse client base, ranging from privately held businesses and high-net-worth individuals to non-profit organizations and government entities. Our team is dedicated to helping each client reach their objectives.

RL Paler Investment Advisors

RL Paler Investment Advisors, LLC is committed to providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any potential conflicts of interest that come with working with Wall Street firms. Our performance-based fee-based money management services are tailored to meet the needs of our select clients. Our team is highly experienced in a range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go above and beyond to ensure that your investments are managed with the utmost care and attention.

Gateway Financial

Gateway Financial is a leading nationwide insurance consultancy firm that has been providing professional advice and strategic solutions since 1982. We have extensive experience in helping ultra-high net worth individuals, business owners, law firms, businesses of all sizes and professional sports franchises with their insurance needs. Our goal is to help our clients identify and address their individual requirements, while keeping their interests in mind. Our team is equipped with the knowledge and expertise to provide tailored solutions and products that are specifically designed to meet our clients’ needs. We pride ourselves on having a comprehensive suite of services that cover various aspects of insurance including risk management, claim resolution and policy review. We also strive to stay ahead of the curve by regularly evaluating the industry and exploring new solutions.

Resonance Financial

At Resonance Financial, our mission is to provide goal-oriented financial planning and asset management for high net worth individuals, ultra-high net worth investors, foundations, and consulting services. Our expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and is experienced in providing tailored investment solutions. We offer competitive fees and strive to provide exceptional service. Our team has the necessary skills and knowledge to understand and meet the needs of our clients. We take into account their goals, objectives, and risk tolerance when we create tailored investment strategies. In addition, we are available for hourly consulting and have an experienced staff to provide additional guidance and support.