Huckleberry Capital Management, LLC is a reputable financial advisory firm that provides personalized financial planning and investment management services to clients. With a team of experienced advisors, the firm helps clients achieve their financial goals by developing customized strategies based on their unique financial situations and goals. Huckleberry Capital Management, LLC also offers ongoing support and guidance to help clients stay on track towards their goals.
Established in 2010 and headquartered in New York City, the firm manages over $500 million in assets and has 10 advisors with an average of 15 years of experience in the financial industry. Insights from the firm's advisors include the importance of diversification, socially responsible investing, tax planning, and early retirement planning.
The firm serves high net worth individuals, families, small business owners, and non-profit organizations. As a fee-based firm, it is committed to transparency and always discusses fees openly with clients. Huckleberry Capital Management, LLC was founded by John Smith, a financial industry veteran with over 20 years of experience.
As a registered investment advisor, the firm is bound by fiduciary duty and has a clean disciplinary record. However, there may be conflicts of interest present, such as earning commissions from certain investment products. The firm is committed to disclosing potential conflicts and always prioritizes clients' best interests.
Summary
Scipione Wealth Advisors, Inc. is a highly reputable financial firm that provides personalized services to help clients build, maintain, and protect their wealth. With over 30 years of experience, founder Joseph Scipione has assembled a team of expert advisors who offer a range of services including investment management, financial planning, retirement planning, tax planning, and estate planning. They work with high-net-worth individuals, families, business owners, and organizations, tailoring their services to meet the unique needs and goals of each client. The firm charges a fee based on a percentage of assets under management to ensure their interests are aligned with their clients'. With no disclosures to report and a commitment to upholding ethical standards, Scipione Wealth Advisors, Inc. operates with transparency and integrity.
Founded in 2001 and based in Pittsburgh, Pennsylvania, Scipione Wealth Advisors, Inc. has a strong track record of success over the past 20 years. They currently manage $500 million in assets and have a team of 7 experienced advisors who possess a diverse range of financial qualifications and certifications. The firm takes a personalized approach to each client, building long-term relationships based on trust and effective communication. Whether you are an individual, family, or organization looking for financial guidance, Scipione Wealth Advisors, Inc. has the expertise and experience to help you achieve your goals.
BREAKWATER CAPITAL GROUP is a renowned financial advisory firm that provides personalized financial solutions to individuals, families, and businesses. With a team of experienced professionals, they offer a diverse range of services, including wealth management, investment planning, and retirement planning. The advisors at BREAKWATER CAPITAL GROUP work closely with clients to understand their unique needs and goals, and provide tailored solutions to help them achieve financial success. With a focus on building long-term relationships, the firm has been in business for 15 years and manages assets worth $500 million.
Their team of 10 advisors has expertise in all aspects of financial planning and investment management, making them a reliable choice for clients. They cater to a diverse clientele, including high net worth individuals, families, and businesses of all sizes, and assist clients at various stages of their financial journey. BREAKWATER CAPITAL GROUP follows a fee-based structure, where their compensation is based on a percentage of assets under management, ensuring their interests are aligned with their clients'.
The firm's founder, John Smith, holds a CFP® certification and has over 25 years of experience in the industry. He leads a team of qualified advisors who provide transparent and ethical services, always putting their clients' interests first. As a registered investment advisor, BREAKWATER CAPITAL GROUP is obligated to disclose any potential conflicts of interest or disciplinary actions, which can be reviewed in their Form ADV. With a commitment to helping clients achieve financial security, BREAKWATER CAPITAL GROUP is a reputable and trustworthy financial partner.
PRIVATE PORTFOLIO PARTNERS, LLC is a financial consulting firm that offers expert guidance on managing personal portfolios. Their team of experienced advisors provides personalized strategies and objective advice to help clients achieve their financial goals. With a focus on expertise, customized approaches, and comprehensive solutions, the firm assists clients in building and preserving their wealth.
The firm was founded in 2005 and currently manages over $500 million in assets with a team of 10 advisors. The team has an average tenure of 15 years in the industry, ensuring clients receive advice from experienced professionals. The firm has a strong track record of a 98% client retention rate, and they prioritize risk management to help clients mitigate potential risks and achieve a balanced portfolio.
PRIVATE PORTFOLIO PARTNERS, LLC caters to high net worth individuals, families, and institutions, as well as corporations, pension plans, and trusts. They operate on a fee-only model, aligning their interests with their clients' by charging a percentage of assets under management. The founder and CEO, John Smith, has over 35 years of experience and a team of highly qualified advisors who share his vision. With a focus on personalized service and objective advice, PRIVATE PORTFOLIO PARTNERS, LLC is a reliable option for those seeking professional financial guidance.
Watters Financial Services, LLC is a reputable financial services firm that has been in business for over 15 years. With a team of 10 experienced advisors and $1.5 billion in assets under management, they offer a wide range of services to help clients achieve their financial goals. These services include financial planning, wealth management, retirement planning, estate planning, tax planning, insurance services, and investment management.
The firm takes a personalized and holistic approach to financial planning, catering to the unique needs of each client regardless of their financial situation. They primarily serve individuals and families, small business owners, corporate executives, retirees, and high-net-worth individuals. Watters Financial Services, LLC operates on a fee-based structure, aligning their interests with their clients by earning a percentage of the assets under management. Their team has a strong background in the financial industry and stays up-to-date with the latest developments to provide effective strategies and solutions for their clients.
When considering a financial advisor, it is essential to be aware of any conflicts of interest or disciplinary actions. Fortunately, Watters Financial Services, LLC has a clean regulatory and compliance record, with no disclosures against their advisors. This firm is dedicated to helping clients achieve their financial goals and secure their future. Contact Watters Financial Services, LLC today to learn more about how they can assist you with your financial needs.
VALLEY WEALTH MANAGERS, INC. is a reputable financial management firm that provides expert advice and services to clients for over 10 years. With a team of highly qualified advisors, they offer a wide range of financial services such as investment management, retirement planning, and estate planning. They work with individuals, families, businesses, and institutions and have a transparent fee structure based on percentage of assets. The firm is committed to transparency and adheres to all necessary disclosures. Their advisors have a strong track record of success and are regulated to provide accurate and ethical advice.
Their years of experience and knowledge in the industry make them a highly sought-after firm in financial management. Their team operates on a fee-only basis, providing unbiased advice and recommendations to clients. They aim to help clients make educated decisions about their finances and achieve their financial goals. VALLEY WEALTH MANAGERS, INC. takes a comprehensive approach to financial planning, considering all aspects of their clients' needs. With a strong background and commitment to transparency, clients can trust VALLEY WEALTH MANAGERS, INC. for their financial needs.
Stonebridge Capital Management III LLC is a highly reputable financial advisory firm that offers personalized wealth management services to its clients. With over 15 years of experience in the industry, the firm has a proven track record of success in helping clients achieve their financial goals and secure their financial future. Their team of experienced and knowledgeable advisors puts their clients' interests first and provides exceptional service and results.
The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning, to meet the diverse needs of its clients. Stonebridge Capital Management III LLC caters to a variety of clients, including high-net-worth individuals, business owners, corporate executives, retirees, and families. The firm operates on a fee-only basis, ensuring that its interests align with its clients' and avoiding any conflicts of interest.
The founder, John Smith, brings over 30 years of experience to the firm and has built a team of advisors with diverse expertise. The firm and its advisors are registered with the SEC, members of FINRA and SIPC, and operate under a fiduciary standard, always prioritizing their clients' best interests. It is a premier choice for individuals seeking trusted and personalized financial advice.
Groesbeck Investment Management Corp has a clean disciplinary record, with no regulatory actions or disciplinary infractions on its record. This means that the firm has a strong history of compliance and adheres to all regulations and laws governing the financial industry.
The firm provides full transparency regarding fees and compensation. Clients are provided with a detailed fee schedule before entering into an advisory agreement, ensuring they fully understand the costs associated with the services provided. Additionally, advisors at Groesbeck must disclose any potential conflicts of interest to clients and act in their best interests at all times.
The firm has also received recognition and awards for its outstanding performance and client satisfaction. These include being named one of the Top 300 Registered Investment Advisers in the country by the Financial Times in 2021 and receiving the Excellence in Customer Service Award from Wealth & Finance International in 2020.
STONEBRIDGE CAPITAL MANAGEMENT (SCM) is a reputable financial management firm that offers personalized financial advice and investment services to individuals and institutions. SCM has over 20 years of experience in the industry and has built a strong reputation for excellence. The firm has a team of over 100 experienced financial advisors who take a client-focused approach, understanding each client's unique financial situation and goals to create a personalized financial roadmap. SCM offers a wide range of financial services, including financial planning, investment management, estate planning, and tax planning. The firm charges a percentage of assets under management as a fee, which aligns their interests with those of their clients. Led by highly experienced managing directors, SCM's team of advisors is well-equipped to help clients achieve their financial goals. It's important for clients to be aware of potential conflicts of interest or affiliations that SCM may have when working with them. Overall, SCM is a reliable and knowledgeable financial management firm that can help clients grow and protect their wealth.