Smart Path Wealth Management is a financial planning and investment management company based in the East Bay Area for technology professionals. We offer tailored strategiesthat your needs are met quickly and efficiently. Our experienced team of professionals

exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment

provide clients with the resources they need to plan, manage and maximize their business potential. Our experts can help to discuss how our team can create a strategy that will propel your business to success. Our

is a highly experienced portfolio management firm that specializes in creating and managing low cost, diversified ETF , WCM leverages equity options for income and risk management strategies, making them an ideal partner for team is comprised of highly qualified portfolio managers with a proven track record. Their

Needs Consultants® provide competent analysis, education and simplicity of presentation. We understand theneeds child, providing financial planning services. In addition to strategies and analysis during the divorce process, we offer financial life planning to help

sound real estate investments in both residential and commercial properties. Our founder, David Oliphant, major components: finance, strategy, and emotion. Our team will develop a detailed, tailored plan that incorporates all of these aspects, so your transaction is successful and well

range of services, including tax preparation and planning, payroll tax problems, IRS audits and liens, back taxes owed, innocent benefit from the most efficient strategies. We understand the importance of cash flow management, so we provide our

plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and theyou to experience how financial planning should be done. Come and see how Derive Wealth can

their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning.

in handling all aspects of property management. Our team understands the complexities of this edge P.M. software, for our self-managed buildings and single units. It is designed to , tenants, sub-tenants, and their management teams. Other features include compliance monitoring, financial planning, and day-to-day

areas of income tax planning, tax return preparation, accounting, and business management. Our goal is offer asset management, retirement and estate planning. Our team consists of highly qualified and experienced individuals our clients with the utmost professionalism and efficiency. We provide a comprehensive range

' financial goals are met. Our strategies help minimize tax liabilities, maximize cash flow and plan for the future. We, increased efficiency and succession planning. For individual clients, our focus is on tax planning, wealth management, retirement and estate planning. Our clients

professional marketing services that will help you create and implement effective strategies. Whether it’s using traditional or online of their business, such as strategic planning, marketing, sales, distribution, and response management. Our goal is to assist our

who have already booked vendors and planned their wedding, but need assistance and overall design, recommend vendors, provide professional advice, and manage details and logistics of the wedding day. Full Planning: We offer comprehensive planning

handle it all. Our expertise includes: Strategy: We create business and brand strategies, marketing plans, and innovative solutions. We also identify small businesses, buy/sell companies, executive outsourcing, mergers and acquisitions, enterprise finance, and risk management.

where to place the furniture, our space planning service will make sure everything fits perfectly. you to create a strategy and implementation plan that suits both your budget and timeframe. We are happy Merchandise Mart, many popular retail stores and internet stores, and local Chicago artists. At Hyman Interiors,

protection strategies, tax mitigation plans, multi-generational planning, and retirement planning. GWSP provides comprehensive planning solutions through collaboration with lawyers, CPAs, and wealth managers

their returns from 401k, IRA and other investment accounts. Our unique investment strategy has historically outperformed most hedge great pride in providing individualized financial planning services and asset management assistance to individuals and families. Our services are tailored

account setup, business page design, content creation, promotion strategies, and cross-platform integration. We are also able to advise on strategy, PR consulting, concepting, project development, copywriting, art direction, design and production, photography, and project management. If you

strategies to help them save on taxes and make sound business decisions. Our specializations and services include tax preparation and planning, IRS audit representation, back taxes owed, levies and liens, payment plans, Part-Time CFO Services, compilations, cash flow management