Charles Schwab
Charles Schwab founded a stock brokerage firm with the mission of providing clients with a more modern approach to wealth management, one that is based on core values and beliefs instead of profits. For over 40 years, Schwab has been committed to serving clients, innovating on their behalf, and creating brokerage products and financial services that prioritize clients’ needs first.
From personalized financial advising and retirement planning to expert investment research and complimentary workshops covering everything from investing basics to advanced trading strategies, Schwab offers a comprehensive range of wealth management services.
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DEW Financial Management Group
Bringing Wall Street Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren. The mission DEW is to provide independent and objective financial services with the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. Financial planning is about more than preparing for retirement. It's about working toward short- and long-term goals and helping protect the most important things in life.
Concierge Wealth Management
Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Robasciotti & Philipson
Wealth management by and for women and the LGBTQ community. We take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services. We work with a wide variety of clients and specialize in the needs of women and the LGBT community. Our practice is unique; we believe that emotions hold vital information needed for making clear, thoughtful choices, and financial choices are some of the most significant we make in a lifetime. Instead of following the industry standard approach of removing emotions from decision-making, we welcome them, work to understand them, and allow them to intelligently inform our clients' most important financial decisions.
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
Cochran Wealth
At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.
Brein Wealth Management
Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help. Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours. The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.