
David Kupferman, CPA
in providing complex tax services to moderate to high net worth individuals and business owners, both domestically and in. As co-founder of Intuit's Quickbooks Pro-Advisors Council, Kupferman is well-equipped to assist in

Tax-Man Consulting
and compliance services for the demanding entrepreneur. Our advisors are knowledgeable in the ever-changing tax codes serve companies across numerous industries, as well as high-net-worth individuals, estates, and trusts. Our tax management services

Resonance Financial
goal-oriented financial planning and asset management for high net worth individuals, ultra-high net worth investors, foundations, and consulting services. Our expert

Frazier & Deeter
services to high net worth individuals, business owners, and entrepreneurs. The firm is affiliated with F&D Advisors, FD Capital

HawsGoodwin Wealth
includes Certified Financial Planners™ and Certified Private Wealth Advisors® (CPWA®), is committed to acting in our clients leveraging the expertise of our CPWA-certified advisors, we can provide high-net-worth individuals with insights and solutions tailored

Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch
s Best and Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors". His 29 year career focusesthey will find unmatched service and response times. High net worth clients enjoy a comprehensive approach to their financial

Empirical Wealth Management
the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement their wealth. Rather than just being another Financial Advisor, we at Empirical strive to be your Personal

Rigg Wealth Management
to provide personalized and high quality services to High Net Worth individuals in the Dallas/Fort Worth metroplex, without the added of your investments. Our team of experienced financial advisors provides clients with tailored financial advice and support build a strong reputation in the Dallas/Fort Worth area.

Durbin Bennett Private Wealth Management
-owned Registered Investment Advisor offering investment management and strategic wealth planning to successful entrepreneurs, high net worth families, and institutions

TrueVestment
financial advisor firm that provides high-level customer service and a wider range of investment opportunities for high net worth clientsservices available. They have a team of experienced advisors who are familiar with the latest trends into meet the needs of their clients. Their advisors also take the time to get to

Alan H. Goldberg & Company
: Large enterprises, privately owned companies and high net worth individuals face near- and far-term Tax Partner in the firms Personal Wealth Advisors Group, and he and his team lead provides tax consulting and compliance services to high net worth individuals and families, and entrepreneurial services for

Angelo Gordon & Co
Gordon & Company is a privately held investment advisor that provides a range of alternative investmentin absolute return strategies for institutional and high net worth investors. With its affiliates, the firm managesprovides real estate private equity, debt and net lease solutions. The firm specializes in identifying

Jeffrey Larson
Jeffrey Larson is a Financial Advisor and Partner at 25 Financial, a company he 2004. His mission is to provide financial advisor guidance to physicians, high-net-worth individuals and families, helping them acquire