WaterRock Global Asset Management

WaterRock Global Asset Management

At WaterRock Global Asset Management, LLC. we are registered investment advisors in WA, OR, CA, AZ, & FL., and may only transact business in states where we are registered or exempt from registration. We specialize in investment management for a variety of clients, including gay couples, individuals who work for large companies, and business owners. We understand the complexities of asset transference rules when it comes to working with gay couples and strive to assemble a team of experts who can help. Individuals that work for large companies such as Boeing, Microsoft, Amazon, etc. often have restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. At WaterRock, we take the time to educate ourselves on these benefit plans so that we can maximize the potential of these investments. Business owners make up the bulk of our client base, whether they are wealth creators through deliberate planning, or have taken over due to the death or disability of the principle owner. If you would like to learn more about how WaterRock Global Asset Management can help you with your investment needs, please do not hesitate to contact us. We look forward to having a conversation with you.

Diesslin Group

Diesslin Group, Inc. offers fee-only financial advice and wealth management to individuals, their families, small businesses, estates, trusts, endowments and foundations. Our goal is to provide our clients with objective and unbiased guidance without any incentives or commissions. As an independent and privately-owned firm, we prioritize customers’ needs and interests. We can assist in protecting and growing our clients' wealth, realizing their family values, creating portfolios tailored to their investment and income needs, and ultimately helping them reach their financial objectives. We can collaborate with existing professional advisors and employ a wide range of experts such as attorneys, accountants, pension administrators and insurance agents to deliver custom financial solutions.Our services include: - Financial planning and investment advice for individuals, couples and families- Business entities and Trusts- Small business owners- Charitable foundations and endowments

Vested Partners - Robyn Smith Ellis & David Ellis Lawyer

Introduction: Vested Partners is located in Salem, Virginia and is a multi-family office providing legal, financial, fiduciary and insurance services. Service: Attorney Robyn Smith Ellis assists clients primarily in the areas of wills, trusts and estates and elder law, including Medicaid planning and guardianships. Ms. Ellis also serves as Executor, Trustee, and agent under a Power of Attorney, guardian and conservator for clients who do not otherwise have a suitable person to fill those positions. David W. Ellis is a Certified Financial Planner (TM) who performs financial planning and investment management. An independent insurance agent, Mr. Ellis also writes life insurance, long term care insurance, and disability insurance. We work with a full range of clients and family circumstances, from new families starting out, to adult children struggling with aging parents' issues. Our clients include traditional families, unmarried couples as well as same-sex couples. We love helping families manage and plan their affairs and financial lives.

Washington Wealth Advisors

We provide Wealth Advisory Services -- financial planning coupled with asset management -- The CORE of what we do together with your goals. We are compensated for our independent advice and investment management solely by our clients, as we are a Fee-Only firm. Retirement Planning, Education Savings Planning, Investment Management, Roth IRAs

Premiere Weddings and Events

Premiere Weddings & Events gives couples a sense of security that every component of their special day will be taken care of without any stress. It is like an insurance plan for this important investment. With no chance to redo the day, it is important to ensure everything will go perfectly. We can help you accomplish this goal by creating an event that reflects your personal style and preferences with all or some of your wedding needs. We begin with a complimentary initial consultation to understand what you desire for your wedding or event. This helps us decide which services we can offer to make your day unique. We then take your ideas and combine them with our expertise, creativity, and resources to make your event memorable. Our goal is to make sure you are relaxed and at your best on your special day. We manage the event and take care of all the details to guarantee a successful outcome.

Meridian Investment Partners

Meridian Investment Partners is an independent wealth management firm that provides a comprehensive range of services to its clients. Our experienced team of professionals offers portfolio management, retirement planning, financial planning and tax planning solutions tailored to each individual's needs. With our commitment to integrity and accountability, we have established ourselves as a reliable partner in helping our clients reach their investment objectives. Our disciplined approach, coupled with our extensive knowledge of capital markets, enables us to create diversified and successful portfolios. 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.

Re-Mark Technologies

At Re-Mark Technologies, our mission is to provide business owners with reliable and cost-effective technology solutions. We strive to reduce their technology costs while also improving the return on investment by leveraging our decades of experience in the industry. Our services include infrastructure design, wiring installation, server racks, cubicles, audio, video, voice and data network repair services, and Managed IT services. We offer a single point of contact for clients who need assistance with their IT and Network needs. Our team is committed to following best practices when implementing enterprise-level technologies, coupled with extended technical support. We have the expertise to ensure that our clients have the tools they need to maximize their productivity and efficiency. Visit our Services Page for more information on our Computer Services and Low Voltage installation services.

Lightner Property Group

The Lightner Property Group is a dynamic business team led by husband and wife duo, Bill and Merrie Lightner. The couple has been in partnership for over 25 years, offering their clients real estate management expertise and investment opportunities. Merrie serves as an expert witness and educator, providing advice on the standard of care for residential owners and managers as well as habitability and injury cases. Meanwhile, Bill is responsible for finding and financing investment opportunities, adding value to property and managing multi-property portfolios. Together, the Lightner Property Group have built a successful business based on their dedication to the highest standards of service. 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.