Lourd Capital Management

Urban Public Relations and UPR Signature™

Urban Public Relations' UPR Signature™ is the premier choice for recovery services for celebrities and high-profile individuals. We are uniquely adept at providing a combination of at home recovery and strategic public relations management, to create an experience that is tailored to the needs of our most esteemed clients. We understand that reputation is paramount and so we strive to provide the highest quality of care to ensure our clients' reputations remain intact. Our mission is to be the go-to provider of these elite services, helping those in need of discreet assistance with their recovery. At UPR Signature™, we have assembled a team of experienced professionals who are dedicated to providing the best possible service. Our team is comprised of individuals with expertise in a range of fields, including crisis management, psychology, media relations, and medical care. Our staff members work together to create a customized plan of action that is tailored to the specific needs of each client. We strive to remain available 24/7 to provide support whenever needed. With our years of experience and attention to detail, UPR Signature™ guarantees a discreet and successful recovery.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

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

Frezza Haynes

Frezza Haynes Accountants & Consultants is a professional accounting service dedicated to providing high-quality financial advice to businesses and individuals. With a focus on cash flow management, business tax planning and financial forecasting, they offer Virtual CFO Services as well as Virtual Controller, Virtual Bookkeeper, tax services, forensic accounting services and a variety of additional a la carte options. Furthermore, for high wealth individuals, the company provides Personal Bookkeeper & Personal CFO services. Their team is committed to providing personalized and effective solutions to help clients make sound financial decisions. 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.

Epic Capital Wealth Management

At Epic Capital Wealth Management, our mission is to provide exceptional service to our clients. We strive to ensure that our clients are satisfied with our services and that their financial objectives are met. Our staff is highly skilled and experienced, and they take great pride in providing high quality services and advice. We have a commitment to accountability, which means we take responsibility for our actions and make sure that our clients get the results they expect. We understand that each client has different needs and goals, and we focus on customizing our services to meet those individual needs. Our attention to detail and understanding of our clients' circumstances allows us to develop effective planning strategies that can help them reach their 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.

Deschutes Investment Consulting LLC

At Deschutes Investment Consulting LLC, we specialize in retirement planning and wealth management for both businesses and individuals. Our team is highly experienced, with an average of 20 years in the field, providing invaluable guidance and advice for our clients. We strive to meet each client’s individual needs and offer tailored solutions that fit their unique financial goals. Our services range from 401(k) plans for local and regional businesses to private wealth management for individuals. Our advisors are dedicated to helping you reach your retirement and wealth goals, no matter what stage of life you are in. We are confident in our ability to provide superior customer service, informed decision-making, and innovative solutions.

Marathon Investment Management

At Marathon Investment Management, we understand that achieving financial success doesn't have to be complicated. That's why we work with you to create a plan for managing your money and building your wealth. We start by helping you define your goals. From there, we develop a blueprint to help you get there. Our team of experienced advisors will take the time to get to know you, so they can provide custom-tailored financial advice that suits your individual needs. We'll work with you every step of the way to make sure you're reaching your long-term objectives. At Marathon Investment Management, we provide comprehensive financial services for individuals and businesses alike. Our high-quality services are designed to meet your unique needs and objectives. Whether you're looking for retirement planning, wealth management, or other investments, our team can help you create a strategic plan that matches your lifestyle and financial goals. By partnering with Marathon Investment Management, you can trust that you're working with a reliable and experienced team who is dedicated to helping you reach financial success. Let's get started creating a plan today!

Wanderlust Wealth Management

Wanderlust Wealth Management is an independent and registered financial advisory firm that looks after its clients' assets with the same level of care as if it were their own. Our services are based on the concept of providing unbiased advice without any bias towards any product or service. We take on a responsible fiduciary role in order to provide tailored financial advice and comprehensive wealth management solutions to individuals and families with high net worth. 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.