Gunnell Financial is a highly reputable financial firm with a team of experienced professionals dedicated to helping their clients achieve their financial goals and secure their future. They offer personalized services tailored to the unique needs of each individual or organization, with a focus on providing expert financial guidance and a comprehensive range of services. Established in 2005, they have over 15 years of experience in the industry and manage over $500 million in assets. Their team holds various professional designations and is committed to transparency and ethical practices. As a fee-only advisor, they align their interests with their clients' by charging a percentage of assets under management. With a diverse range of clients, including high-net-worth individuals and families, Gunnell Financial is dedicated to delivering the highest level of service and expertise while always acting in their clients' best interests.
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Sunrift Capital Partners LLC is a leading financial advisory firm with over 15 years of experience in providing expert guidance and personalized strategies to help clients achieve their financial goals. The firm specializes in navigating the complexities of investing and planning for the future, making it a trusted partner for individuals, families, and businesses.
The team at Sunrift Capital Partners LLC is highly experienced and has backgrounds in finance, economics, and accounting. They undergo continuous education and training to stay up-to-date with the latest industry trends and developments. The firm charges a competitive fee based on a percentage of assets under management, ensuring that their success is aligned with the success of their clients. The advisors also offer hourly rates for specific services and do not receive commissions from product sales.
With $500 million in assets under management and a team of 10 advisors, Sunrift Capital Partners LLC is equipped to provide a wide range of financial services such as investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm works with individuals, families, and businesses and operates with the utmost integrity and transparency, with no legal or regulatory disclosures to report.
Overall, Sunrift Capital Partners LLC is a reliable and experienced financial advisory firm that puts the best interests of its clients first. With a deep understanding of financial markets and a comprehensive approach, the team at Sunrift Capital Partners LLC is dedicated to helping clients achieve their financial goals.
LEGACY WEALTH MANAGEMENT is a highly reputable financial advisory firm with over 20 years of experience in helping clients achieve their financial goals and build a legacy for future generations. They have over $5 billion in assets under management and a team of 50+ experienced advisors who offer a wide range of services, including investment management, retirement planning, tax planning, and more.
The firm caters to a diverse clientele, including individuals, families, and businesses, and has specialized expertise in working with high-net-worth individuals, business owners, and professionals. They operate with a fiduciary duty, ensuring that they act in the best interest of their clients. Their fees and compensation structure vary depending on the services provided, and they have a clean record with no regulatory actions or disciplinary events.
LEGACY WEALTH MANAGEMENT was founded on the principle of putting clients first and providing objective and unbiased advice. Their team of advisors is committed to ongoing education and staying updated on the latest industry trends. With a focus on building a lasting legacy, the firm has established a successful track record in helping clients protect and grow their wealth for generations to come.