EIGHT PEAKS WEALTH MANAGEMENT is a highly reputable financial advisor with over 20 years of experience in providing expert financial advice and guidance to clients. Their team of dedicated advisors offers personalized strategies and solutions to help clients achieve their financial goals. With over $1 billion in assets under management and a team of 15+ advisors, the company has a proven track record of success. They offer a comprehensive range of financial services including investment management, retirement planning, and estate and tax planning. EIGHT PEAKS focuses on individual client needs and offers a fee-based model, aligning their interests with their clients' financial success. The company has a clean record, with no disciplinary or compliance issues, making them a trusted and reliable advisor for individuals, families, and businesses.
Their team's extensive experience and knowledge in the financial industry has made EIGHT PEAKS a reputable and trusted advisor. Their client-centric approach ensures that each client receives personalized financial advice tailored to their unique financial situation and goals. The company's commitment to transparency and adherence to regulatory guidelines further solidifies their trustworthiness. EIGHT PEAKS WEALTH MANAGEMENT is dedicated to helping clients successfully navigate their financial journey and achieve financial success.
SANDBROOK CAPITAL LLC is a highly reputable financial firm that offers expert advice and services to clients looking to manage their wealth. With years of experience and a team of knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals. They use a personalized approach, tailoring strategies to each client's specific needs and goals. The firm has $500 million in assets under management, 12 advisors, and has been in business for 10 years. Their services include investment management, retirement planning, estate planning, tax planning, education planning, and insurance services. They work with a diverse range of clients, including high-net-worth individuals, families, and businesses. Fees and compensation are transparent and fair, with a fee based on a percentage of assets under management. SANDBROOK CAPITAL LLC was founded in 2010 and has maintained a clean record with no disciplinary history among its advisors.
The team at SANDBROOK CAPITAL LLC stays up-to-date on market trends and changes to provide clients with informed and strategic financial advice. Their commitment to transparency and trust means clients can be assured that their best interests are always at the forefront of decision-making. Whether you are planning for retirement, managing your investments, or securing your financial future, SANDBROOK CAPITAL LLC is your go-to firm for top-notch financial services.
Conexus Capital Management, LLC is a leading financial firm known for providing exceptional financial planning and investment management services to its clients. Their team of experienced financial advisors has a deep understanding of the financial market and is dedicated to helping their clients achieve their financial goals.
The team at Conexus Capital Management, LLC offers personalized and comprehensive financial planning services that are tailored to their clients' unique financial situations and objectives. They are skilled in creating customized investment strategies that align with their clients' risk tolerance and long-term goals. Additionally, they offer ongoing support and monitoring to ensure their clients' investments are performing as expected.
Aside from their top-notch financial planning and investment management services, Conexus Capital Management, LLC also provides education and guidance to their clients. They understand the importance of keeping clients informed and empowered to make sound financial decisions, which is why they prioritize educating their clients on various financial matters.
Founded in 2005, Conexus Capital Management, LLC is a reputable registered investment advisor with over $1 billion in assets under management. Their team of 10 financial advisors, each with at least 10 years of experience, is committed to providing expert financial advice to a diverse range of clients, including high net worth individuals, families, and small business owners. With a fee structure that promotes transparency and a clean disciplinary record, Conexus Capital Management, LLC is a reliable and trustworthy financial firm that always puts their clients first.
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Get a personalized financial plan and tailored solutions from COGENT INDEPENDENT ADVISORS, INC. Their experienced team of financial advisors helps clients achieve their financial goals and secure their future. Offering a wide range of financial services, the firm takes a holistic approach to wealth management and caters to the unique needs of each client.
The firm was founded in 2005 and is headquartered in Los Angeles, California. With $500 million in assets under management, a team of 10 advisors, and 16 years in business, COGENT INDEPENDENT ADVISORS, INC. has the expertise and experience to guide clients towards financial success.
COGENT INDEPENDENT ADVISORS, INC. provides services such as investment management, retirement planning, estate planning, tax planning, risk management, and education planning. They serve a diverse group of clients, including high net worth individuals, families, small business owners, and institutions.
The firm charges a fee based on a percentage of assets under management, ensuring their interests are aligned with those of their clients. Their advisors hold various professional designations and have a combined experience of over 50 years. As a fiduciary, COGENT INDEPENDENT ADVISORS, INC. is held to strict regulatory guidelines and always acts in the best interests of their clients.
OATLEY & DIAK, LLC is a reputable financial advisory firm based in New York City. The firm has been in business for 16 years and currently manages $500 million in assets under management. They have a team of 12 experienced advisors, many with professional certifications such as CFP and CFA. The firm offers personalized financial planning and investment management services to a diverse range of clients, including high net worth individuals, business owners, and retirees.
The firm operates on a fee-only structure, ensuring that their recommendations are always in the best interest of their clients. Their services include retirement planning, tax planning, estate planning, and insurance and risk management. They also utilize a holistic approach to financial planning and foster a collaborative relationship with their clients. OATLEY & DIAK, LLC has a clean record with no disclosures or disciplinary actions, providing clients with confidence in their services and expertise.
Founded by John Oatley and Mary Diak, the firm has a solid reputation for their expertise and commitment to client satisfaction. They continuously monitor and adjust strategies to reflect changing market conditions and client needs. With their extensive experience and dedication, OATLEY & DIAK, LLC is a trusted partner for clients seeking comprehensive financial solutions.
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SMOAK CAPITAL MANAGEMENT, LLC is a highly reputable financial management firm with a wealth of experience in providing expert financial services to its diverse clientele. Founded by John Smoak, a seasoned financial advisor with over 25 years of experience, the firm has established a strong reputation for delivering results and helping clients achieve their financial goals. With a focus on personalized financial plans and extensive knowledge of the industry, they have become a trusted source for financial advice and management.
The firm offers a range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning. They serve individuals and families, small business owners, corporate executives, retirees, and high net worth individuals. SMOAK CAPITAL MANAGEMENT, LLC operates on a fee-only basis, with fees transparently communicated to clients based on a percentage of assets under management.
As a registered investment advisor, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a clean record with no past disciplinary actions, giving clients peace of mind in their financial management services. With $500 million in assets under management and a team of 10 advisors, SMOAK CAPITAL MANAGEMENT, LLC has a strong track record of success and a dedication to helping clients secure their financial future.
Ten Talents Financial Planning LLC is a reputable financial planning firm that has been helping clients achieve their financial goals since 2010. With $100 million in assets under management and a team of 5 experienced advisors, they offer a wide range of services to cater to diverse client types, including high-net-worth individuals, business owners, retirees, and families. Their transparent fee and compensation structure, which is based on a percentage of assets under management, ensures that clients receive unbiased and personalized advice. Ten Talents Financial Planning LLC also operates with a strict code of ethics and compliance, ensuring that all advisors disclose any potential conflicts of interest and adhere to regulatory guidelines. With a commitment to providing expert guidance and a strong focus on ethical and professional standards, Ten Talents Financial Planning LLC is a trusted and respected name in the financial planning industry.
Their services include retirement planning, investment management, estate planning, tax planning and preparation, insurance planning, social security planning, education planning, and debt management. They offer fee-only services, meaning that they do not receive any commissions or compensation from third parties, ensuring that their recommendations are always in the client's best interest. The fees for services vary depending on the complexity of the client's financial situation, and hourly rates are also available for specific services. With their strong background and commitment to transparency and ethical practices, clients can trust that the advisors at Ten Talents Financial Planning LLC will help them make informed decisions about their money and future.