Interest Developments (COAs) to Commercial Real Estate and Investment Properties, are managed with transparency and strategic planning specialize in property management and advisory services for high net worth individuals, distinct family offices and exclusive homeowner association

and investing, manufacturing, professional services, alternative energy, franchising, and closely held businesses. They also cater to high-net worth individuals

held investment advisor that provides a range of alternative investment solutions. It has expertise in absolute return strategies for institutional and high net worth investors. With its

firm serving high net worth individuals and families across the United States. Our services include financial planning, investment management, and human capital development. We strive to provide our clients with high-quality advice

to provide personalized and high quality services to High Net Worth individuals in the Dallas/Fort Worth metroplex, without the added can both benefit from the growth of your investments. Our team of experienced financial advisors provides clients build a strong reputation in the Dallas/Fort Worth area.

for high net worth individuals. We also provide home equity lines of credit (HELOCs) for primary homes and investment properties

that provides financial planning and investment management services to a variety of high-net-worth individuals and families. The team

to understand each client’s needs and develop strategies that cater to their specific goals and challenges client base, ranging from privately held businesses and high-net-worth individuals to non-profit organizations and government entities

firm that has been providing unbiased, fee-only investment management and financial planning services since 1989. of the financial team, the firm works with high-net-worth individuals, families, and not-for-profits, managing can expect top-notch service from a highly experienced team that seeks to provide expert

privately-owned Registered Investment Advisor offering investment management and strategic wealth planning to successful entrepreneurs, high net worth families, and institutions

firm that provides high-level customer service and a wider range of investment opportunities for high net worth clients. With his special approach to investing, he offers some of

wealth management firm focused on helping affluent and high net worth individuals, families, and business owners reach their . With our expertise in financial planning and investment management, we are confident that we can to be a registered Broker/Dealer and Investment Adviser, and are members of FINRA/SIPC.

a variety of clients, including first-time homebuyers, high net worth borrowers, low-to-moderate income borrowers, self- all of our customers. We have a highly experienced team that prides itself on delivering needs, such as refinancing, debt consolidation, and investment opportunities. We also offer guidance to help

and administrative support for small business , sole proprietors & high net worth estate accounts. Goal: To define your purpose, define learning about your business and offer sound financial strategies to maximize your return at the end of

tax minimization strategies, planning business transactions, and tax audit representation. Industries served include high technology, professional services, pharmaceuticals, real estate, nonprofit, and high net worth individuals.

Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm. Founded in financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. fit our clients' best. The services and investments we recommend are based on what is

offers holistic financial planning services that integrate proven strategies, modern technology, and personalized service. We specialize in, business exit and succession strategies, and investment strategies tailored to the needs of highly compensated employees and high net worth families. We also

. We specialize in providing training and consulting to high-net-worth women. We strongly believe that women bring unique and capabilities to the table and therefore we invest in supporting women owned businesses.With our commitment

and a wide range of planning and investment options to help our clients make smartwomen, and high net worth individuals. Our experienced team provides personalized financial and life planning, robust investment options that income, reduce risk and maximize return on investment, as well as expertise in addressing tax,

access to assets and liabilities for advanced net worth tracking. This includes accounts held with usat no extra cost, helping to identify strategies usually overlooked when both professions are notThe services we offer include: retirement planning, investment management, portfolio management, tax planning, certified