
The WealthTenders
that focus on tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments and balance. Our custodians are Fidelity or Schwab. Tax planning and filing is also available as a subscription

C M Consulting
and administrative support for small business , sole proprietors & high net worth estate accounts. Goal: To define your purpose, define what with you to ensure tax compliance and financial planning so you are aware of any potential short

Profectus Financial
's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced

Miracle Mile Advisors
that specializes in providing sophisticated financial plans using custom portfolios to high net worth individuals and families. We take the client is unique and and requires a customized plan based our their specific situation and goals. The

Surreal Nightlife & Bottle Service
that you may have if you tried to plan it yourself. We invite you to visit our clubs through videos and advice so you can plan the perfect night. We strive to make your-free, and we offer special deals for birthdays, high net worth individuals, bachelor/bachelorette parties, corporate events, and anyone

Wastvedt & Co
tax planning and preparation. We specialize in helping small businesses and those with a high net worth, and focus on reducing both estate and income tax. Our personalized care and precision. We provide comprehensive tax planning and preparation services, and our team of

Promenade Advisors
is a financial planning and advisory firm which provides services to individuals, high net worth individuals, corporations, mission and create a comprehensive financial plan that meets their long-term needs. of financial services including investment advice, real estate consulting, and asset management. We work

Blue Chip Partners
in 2004 under the name Steinberg Planning and Investment Management and changed its in 2010. It serves corporate executives, high net worth individuals, and those nearing retirement, offeringinvestment management and retirement planning to executive compensation and estate planning. Their highly credentialed team has

Wedel Rahill & Associates, CPA
, CPA provides tailored tax planning and compliance solutions for comprehensive tax planning and compliance for multistate businesses, high-net-worth individuals, local companies, and new business ventures. In addition, we provide personalized advice on investments, estate planning

Gold Path Investment Group
that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven

Robert B Keyser Individuals And All Sizes Of Businesses
his services accordingly. He handles any size estate, including those of high-net-worth individuals. Robert listens to your concerns following areas: Private client services; Estate planning, trusts and probate; Business planning and Tax planning. Call us today for more

Custom Accounting CPA
because we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and high net worth individuals. Custom

Fortress Financial Strategies
Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits

James M Cha, CPA & Corporation
passed Peer Quality Review Program - * High Net-Worth Client Solutions * Franchise Business Specialized * Tax Planning and Tax Preparation, including MultiGovernment Audit Representation & Problem Resolution * Best Business/Real Estate Entity Type Analysis & Recommendation * Trademark Search & Registration * Accounting

Minerva Valuations
include business owners, accountants, lawyers, asset managers, and high net worth investors from various industries. At Minerva Valuations, we range of services includes corporate acquisitions, succession and estate planning, fairness opinions, intellectual property and intangible assets, arbitration

Nancy K. Phillips, PC
public accounting firm that provides specialized services to high net worth family groups and small business owners. We want tax laws, accounting software training, estate and trust tax work, and financial planning. Our well-trained professionals are

Redhawk Investment Group
investments in these industries. Their clients are typically high-net-worth individuals, with an annual income over $200k or a net worth of more than $1M. The team at Redhawkin the oil, minerals, natural gas and real estate markets, providing their clients with a comprehensive

SJ Accounting Consulting, CPA CFP
of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both savings and maximized refunds, to select business and high net-worth individuals at an affordable rate. Having worked in ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can

Curtis I Castillo PC
and distribution, oil and gas, professional services, real estate, restaurant and hospitality, retail, securities, technology, telecommunications, transportation companies, mid-size businesses and their owners, and high net worth individuals.

Hock Company
specialize in supporting startups and closely-held businesses, high net worth individuals, equity-based compensation issues, and other clients preparation, audit and assurance, income tax filing and planning, and more. We are committed to delivering personalized