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.
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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.
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.
Miracle Mile Advisors
We are an independent financial advisor firm that specializes in providing sophisticated financial plans using custom portfolios to high net worth individuals and families. We take the time to review and analyze your current portfolio including fees, performance, yield and risk. We then will build a portfolio tailored to suit your specific needs by selecting low-cost, tax efficient ETFs and index funds that include the asset classes needed to achieve the optimal risk return profile. Miracle Mile will proactively manage your unique allocation to mitigate risk strategically. With consolidated performance reporting, we are able to report on overall portfolio performance as well as outside assets in a transparent way. Miracle Mile recognizes that each client is unique and and requires a customized plan based our their specific situation and goals. The minimum account size that Miracle Mile can manage is $1,000,000. We look forward to seeing how we can help!
Surreal Nightlife & Bottle Service
We are delighted to welcome you and thank you for taking a look at our services. We are Surreal Nightlife & Bottle Service, Chicago's top VIP hosting and promotions business for all the night clubs and strip clubs in the city. Our goal is to give you the best possible experience when you go out and we specialize in creating a night that exceeds any expectations that you may have if you tried to plan it yourself. We invite you to visit our website, which we have built with lots of detail in order to show you the city's night clubs and strip clubs through videos and advice so you can plan the perfect night. We strive to make your nightlife experience easy and stress-, and we offer special deals for birthdays, high net worth individuals, bachelor/bachelorette parties, corporate events, and anyone looking for an unforgettable night out in Chicago. We have gained considerable buying power from our large bottle sales and work closely with venue management to guarantee that our promises are kept and our customers are given fantastic offers.