Linden Thomas & Company

Linden Thomas & Company

Linden Thomas & Company is a private client investment firm that stands out due to its structure that eliminates multiple layers of fees. With a team of CFPs®, CFAs, FPs, FAs, and other industry experts, we provide our clients with planning, management, and retirement navigation services. Recognized 27 times as one of the nation's top wealth managers, we are committed to putting our clients' needs first. Our team of professionals works together to create portfolios that are specifically tailored to each individual's needs. We prioritize service and education, so that our clients can rest easy knowing they are in good hands. For those looking for an experienced investment firm with a focus on client care and results, Linden Thomas & Company is the perfect choice.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.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.

Mercer Agency

Overview: Marsh is one of the world's leading risk and insurance services firms. The company employs nearly 30,000 employees and has annual revenues exceeding $5 billion. Service: It provides its customers with a variety of services, such as worldwide risk management, risk consulting, insurance broking, financial solutions and insurance program management services for businesses, public entities, associations, professional services organizations and private clients. The firm provides advice and transactional capabilities to clients in more than 100 countries. Other services include employee practices liability, trade credit, crisis consulting, crisis academy, political risk assessment and a number of specialty Japan client services. The company is part of the family of Marsh & McLennan companies that also includes Kroll, Guy Carpenter, Putnam Investments, Mercer Human Resource Consulting and Mercer s specialty consulting businesses. Marsh is headquartered in New York, with an office in Spokane, Wash.

Mancheno Insurance Agency

We are a private boutique insurance firm dedicated to the personal experience. We believe in customer service and convenience. We make house calls. We can meet clients in the evening and on weekends. We routinely call clients to tell them we've found ways to save them more money. From day one, you get the assurance that we're working for you. And you'll never have to spend time waiting on hold with an out-of-state call center. How can we offer this kind of personal attention? It's simple. We're selective about who we'll insure. You won't find Mancheno Insurance Agency in the Yellow Pages. We work exclusively on word-of-mouth referrals, and we meet each new client face-to-face. With this unique approach, we focus on building quality relationships rather than just on closing more deals. We believe you'll be a valuable customer to us for many years, and our goal is to be just as valuable to you. Anyone can sell insurance... We sell assurance!

Acre Investment

Acre Investment Real Estate Services was created to offer something different in the real estate industry. Our goal is to provide a personalized, client-centric firm that specializes in multi-family acquisitions and dispositions. We strive to build and maintain long-term relationships with our clients by providing them with superior service. We recognize that each of our clients have their own individual motivations, goals and expectations when it comes to their investment strategies. We take the time to listen to our clients and work together to reach their objectives. We are committed to providing our clients with all the information they need to make the best decisions. With over 100 years of combined experience in apartment brokerage, sales and acquisition represented, totaling over $1.7 billion, Acre's agents are highly qualified to keep clients up-to-date on important market information, help them find investment opportunities, assist in acquiring or disposing of assets and complete 1031 exchanges. We hold ourselves to the highest standards of business practices and believe in doing one thing and doing it well.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Milwaukee Private Wealth Management, Inc.

Milwaukee Private Wealth Management, Inc. is an independent investment firm that helps clients achieve their long-term financial goals. With expertise in financial statement analysis, the company is dedicated to providing quality advice and assistance with portfolio construction and asset allocation decisions. The firm advocates for shareholders to influence company management and board of directors, when necessary, and builds relationships with senior management to voice ideas and provide business and financial input.The firm specializes in investing in diverse industry groups and companies of any size, both domestic and foreign. They hold a limited number of securities that are closely monitored and understood, allowing them to focus on only the best ideas. Their experienced team provides counsel to clients from all around the world.

MKF Private Wealth Management

MKF Private Wealth Management is an exclusive investment firm that provides comprehensive wealth management and financial planning for clients with a minimum of $10 million in liquid net worth. Our firm has access to private investment strategies and deals not available to the retail market, allowing us to customize each client's portfolio to fit their individual goals and the current economic and market outlook. We also understand the importance of engaging with those clients and future clients online, which is why we use third-party websites, including social media websites, blogs and other interactive content. All interactions with clients, prospective clients and the general public on these sites are considered advertisements under securities regulations. Appointments are necessary to take advantage of our personal services.