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WilliamsonRhoades Investment Strategies

Byron Williamson and Tim Rhoades, of WilliamsonRhoades Investment Strategies and Institutional Capital Resources, are dedicated to providing Retirement Planning and Investment Planning services to clients in Johnston, IA and the surrounding areas. Their mission is to help clients gain a better understanding of financial concepts, such as insurance, investing, retirement, estate planning, and wealth preservation, while also providing fast and easy access to market performance and data. The team’s experienced professionals can provide personalized advice to ensure that clients reach their financial goals.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Cruz Capital Management LP

Cruz Capital Management LP is an international asset manager and fund provider with offices in the US, Cayman Islands, and Europe. We are dedicated to providing the highest quality of service to our clients and corporate partners. Our experienced portfolio managers and industry experts specialize in alternative investments and managed fund strategies to produce strong returns across multiple asset classes. Our team follows a close-monitoring approach for each portfolio, combining our investment professionals' expertise with sophisticated risk management processes. We build trustful relationships with our clients and offer tailored services to meet their needs. We strive to surpass expectations through our global structure, client services, and sustainable outperformance.

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.

Total Wealth Management

Total Wealth Management is a financial services firm that specializes in alternative investments and strategies. We provide tailored financial planning for families and businesses, with a focus on 401(k)/Corporate Retirement plans. We strive to offer our clients options that go beyond the traditional stock/bond or mutual fund approach.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Noel Cajigas - Private Wealth Manager

Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.

Raquel Refuerzo

Raquel Refuerzo is an experienced real estate agent who provides dedicated guidance to customers of all levels. With her background in marketing, customer service, and property investment strategy, she offers invaluable assistance throughout the entire process. She has been in the industry since 2010 and is highly praised by those she works with. Raquel knows that the real estate world can be stressful and makes sure to be available for any questions or concerns that may arise. She has an advanced understanding of Houston's neighborhoods and amenities, taking the time to match families with the perfect properties and identify motivated buyers. Plus, as a Certified Negotiation Expert and Accredited Buyer's Representative, Raquel is capable of negotiating effectively to get the results her clients are looking for. Whether you're a first-timer, relocating, downsizing, or investing, Raquel Refuerzo is the perfect choice for you. She is committed to providing a pleasant experience for her customers and ensuring each of them get the best outcome possible.

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.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.