Legacy Capital Partners is an independent, fee-only fiduciary firm that offers professional wealth management services. With over 147 years of cumulative experience in wealth management, we have been locally owned and operated for

Kimery Wealth Management is a private investment advisory practice , families and nonprofits preserve and grow their wealth. We employ sophisticated strategies that are tailoredOur services include family wealth advising, institutional consulting and asset management. We monitor markets carefully and use advanced

The JM2 Capital team offers comprehensive business and wealth management solutions to clients across the Continental US. Our

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specialize in strategic wealth management, retirement projections and social security strategies, investment portfolio management, insurance (life and capital insurance), estate

is a private investment advisory firm that provides wealth management and financial planning services for individuals with order to secure their financial future and create wealth across generations. We strive to provide clients technology gives us real-time insights into the markets, allowing us to stay ahead of the

in discretion and competence in real estate marketing and negotiations. His honest and forthright Residential Specialist (CRS) and Certified Luxury Home Marketing Specialist (CLHMS) designations. Each of these rareKyle has assisted families, trustees, attorneys, and wealth managers in the purchase and sale of homes

in: Mergers and acquisitions, capital markets, project development and finance. Business litigation, international arbitration, asset management and tax law

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in mergers and acquisitions, capital markets, project development and finance, business litigation, international arbitration, asset management and tax law

experience, which includes managing diversified investment portfolios across market cycles as well as navigating the dynamics of a family-owned business. As a registered independent wealth manager and partner firm on the Sanctuary Wealth platform, we

We specialize in: Life Insurance, Final Expense, Mortgage Protection, Disability Insurance, Retirement Planning, Annuities, Private Pensions, Wealth Management, Rollovers, Business Consulting, Advertising, Marketing, Branding, Debt Management and much more.

love and care about. Kennedy Wealth Management specializes in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. They work closely with clients

Churchill Management Group was founded in 1963 with the objective throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning

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struggles due to today's economy: protecting their wealth, managing high life expectancy and medical costs, and taking, taxes, and investment markets continuously changing. To help them navigate these challenges, Byron Ellis - United Capital Financial Advisors

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a leader in private banking and private wealth management since 1985. Their mission is to and personal loans to deposit services, private wealth management, investments, brokerage, insurance, trust, and foreign exchangeextensive resources and access to the latest market information, allowing their clients to make