Wanderlust Wealth Management

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.

Manhattan Pacific Management

At Manhattan Pacific Management, we strive to provide the best possible service for our clients. Our mission is to ensure that all of your real estate assets, from Homeowners Associations (HOAs) and Common Interest Developments (COAs) to Commercial Real Estate and Investment Properties, are managed with transparency and strategic planning so they reach their full potential. We specialize in property management and advisory services for high net worth individuals, distinct family offices and exclusive homeowner association boards. By offering personalised and innovative services, you can rest assured that your property and its reputation remain in good hands. Our clientele includes Fortune 500 CEOs, celebrities and public figures, and we can guarantee that your privacy and discretion will always be our top priority. We understand that your reputation is invaluable, and we promise to uphold the highest standards when managing your valuable assets.

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.

IREXA - Financial Services / Wealth Strategies

At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings. Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.

The Agency

The Agency is a full-service, luxury real estate brokerage representing clients worldwide in a broad spectrum of classes, including single-family residential, new development, resort and hospitality, residential leasing, luxury vacation rental and property management. The Agency tailors global marketing solutions for buyers, sellers, developers and landlords. Our services include: Representing the Buyers and Sellers of World-Class Architectural Estates. Providing Comprehensive Sales, Marketing and Management Solutions for New Developments, Representing Luxury Leasing Properties and Vacation Homes Worldwide, and Personal Concierge Services Exclusively for High Net-Worth and International Clients.

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.

HawsGoodwin Wealth

HawsGoodwin Wealth is an RIA that provides financial planning and investment management services to individual and corporate clients. Our team of professionals, which includes Certified Financial Planners™ and Certified Private Wealth Advisors® (CPWA®), is committed to acting in our clients' best interest and ensuring they are well-equipped to make sound financial decisions. We offer comprehensive guidance on a range of financial topics, including investments, retirement planning, tax strategies, estate planning, and more. By leveraging the expertise of our CPWA-certified advisors, we can provide high-net-worth individuals with insights and solutions tailored to their unique needs.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.

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.