MOMENT PRIVATE WEALTH is a leading financial planning and wealth management firm with over 20 years of experience, serving clients globally. Their team of highly qualified and experienced financial advisors is committed to helping individuals and businesses achieve their financial goals and secure their future. They offer personalized financial planning services tailored to each client's unique needs and goals, covering all aspects of their finances, from investments and retirement planning to estate planning and insurance.
Client education and empowerment are top priorities for MOMENT PRIVATE WEALTH, ensuring that clients have a clear understanding of their financial situation and the steps needed to reach their goals. With assets under management in the range of $1 billion to $5 billion, and over 50 advisors on their team, they have a vast wealth of experience and expertise to offer their clients. Their comprehensive approach, staying up-to-date with market trends and changes, and commitment to professionalism, integrity, and transparency make them a trusted partner for clients of all types, including individuals, families, small businesses, corporations, and nonprofit organizations.
MOMENT PRIVATE WEALTH operates on a fee-based model, with their compensation based on a percentage of the client's assets under management, aligning their interests with that of their clients. They prioritize full disclosure and transparency, adhering to all regulatory requirements and disclosing any potential conflicts of interest. Founded by a team of financial experts, they have built a strong reputation for delivering exceptional results and building long-term relationships with their clients. Trust MOMENT PRIVATE WEALTH for expert financial guidance and advice to help you achieve your financial goals.
DAYTONA STREET CAPITAL offers a range of financial services to help clients achieve their goals. Their team of experienced advisors creates tailored financial plans, provides professional investment advice, and offers access to a wide range of financial products. With over $2 billion in assets under management and 15 years in business, they have a strong track record of delivering consistent returns for their clients. Their services cater to high-net-worth individuals, business owners, retirees, families, and institutional clients. DAYTONA STREET CAPITAL operates on a fee-based model to ensure that their interests are aligned with their clients', and they have no criminal or disciplinary actions on record. Their commitment to ethical and professional conduct, as well as their transparent fee structure, makes them a trusted and reliable financial firm.
Founded in 2005, DAYTONA STREET CAPITAL is a registered investment advisory firm that puts their clients first. This is evident through their adherence to regulations, their Code of Ethics, and their detailed disclosures of fees and compensation. Their mission is to help clients secure their financial future and achieve their financial goals. With a team of over 100 advisors, they bring extensive experience and knowledge to the table, allowing them to provide personalized and comprehensive financial solutions. Their clientele includes high-net-worth individuals, business owners, retirees, families, and institutional clients. Overall, DAYTONA STREET CAPITAL is a trusted and reputable firm that prioritizes their clients' best interests.
ARMORY OAK WEALTH LLC is a reputable financial advisory firm with over 15 years of experience in the industry. Their team of experienced advisors offers personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. They also provide retirement planning, tax planning, and estate planning services, as well as comprehensive insurance solutions.
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and business owners. Their fee structure is transparent and fair, and they do not receive any commissions for selling specific products. As a fiduciary, ARMORY OAK WEALTH LLC is committed to acting in the best interest of their clients and always discloses any potential conflicts of interest. With a dedicated team of experts and a strong track record, this advisor is a trusted partner for financial success.
BONIFACIO & COMPANY, LLC is a reputable financial advising firm that helps clients achieve their financial goals. With over $500 million in assets under management and a team of 10 experienced advisors, they offer a range of services including retirement planning, investment management, tax planning, estate planning, and more. Their expertise and commitment to client satisfaction have made them a trusted and highly sought-after advisor in the industry.
The firm was founded in 2008 and is registered with the SEC, adhering to a fiduciary standard. Their fees are transparent and based on a percentage of assets under management, eliminating conflicts of interest. The team at BONIFACIO & COMPANY, LLC works with clients of all types, including high net worth individuals, families, and businesses. They also specialize in working with medical professionals and executives. With a strong background and a strict code of ethics, BONIFACIO & COMPANY, LLC prides itself on always acting in the best interest of their clients.
In summary, BONIFACIO & COMPANY, LLC is a highly reputable financial advising firm with a proven track record of helping clients achieve their financial goals. From investment management to estate planning, their services cater to a diverse range of clients. With a transparent fee structure, experienced advisors, and a fiduciary standard, BONIFACIO & COMPANY, LLC is a top choice for those seeking sound financial advice.
CWOS FOR HIRE LLC is a financial consulting firm that offers expert guidance and services to individuals, businesses, and organizations. With over 10 years in the industry, the company has amassed over $100 million in assets under management and has a team of 10 experienced financial advisors. Their services include financial planning and consulting, investment management, tax planning, estate planning, and retirement planning. They operate on a fee-based compensation model, ensuring transparency and alignment of interests with their clients. The advisors at CWOS FOR HIRE LLC have extensive backgrounds in the financial industry and prioritize staying updated on industry trends and developments. As a trusted and reputable option, the company adheres to all regulatory and compliance standards, ensuring honest and transparent recommendations. CWOS FOR HIRE LLC serves a diverse range of clients and is equipped to help them achieve their financial goals and secure their future.
LEGATRUST FINANCIAL ADVISORS, INC. is a highly reputable financial advisory firm with over 20 years of experience in providing top-notch financial planning and management services to clients. Their team of 15 experienced and qualified advisors is dedicated to customizing financial solutions to help clients reach their financial goals. The firm has over $500 million in assets under management and offers a range of services including investment management, retirement planning, estate planning, tax planning, insurance solutions, college planning, and charitable giving strategies.
Their clients include individuals, families, and small business owners, and the firm's advisors can cater to the diverse financial needs and situations of their clients. LEGATRUST FINANCIAL ADVISORS, INC. operates on a fee-based model, where advisors are compensated based on a percentage of the assets under management. This ensures that their interests align with their clients' as the firm only benefits when the client's assets grow. The firm is transparent with their fees and charges, and their advisors will always disclose any potential conflicts of interest.
The firm was founded by a team of experienced financial professionals who are registered with the SEC and operate under strict regulations to prioritize the best interests of their clients. They have no disciplinary history with any regulatory bodies, and clients will receive all important information in writing before engaging in their services. LEGATRUST FINANCIAL ADVISORS, INC. is committed to providing unbiased and comprehensive financial services to help clients achieve their financial goals.
Vestech Asset Management Inc. is a reputable financial service provider that offers expert financial advice and personalized solutions to individuals, families, and businesses. The company has been in business since 2005 and has established a track record of helping clients achieve their financial goals.
With a team of 60 experienced advisors and $1.5 billion in assets under management, Vestech has the capabilities to guide their clients towards financial success. They offer a comprehensive list of financial services including investment management, tax planning, estate planning, retirement planning, and insurance planning. This allows them to cater to the diverse needs of their clients and provide a holistic approach to wealth management.
Vestech serves a variety of clients including individuals, families, high-net-worth individuals, and businesses. They operate on a fee-based compensation structure, ensuring that their interests are aligned with their clients' success. Established in Toronto, Canada, the company has no reported financial advisor disclosures, allowing clients to have peace of mind when working with them.
HERZOG FINANCIAL GROUP, LLC is a trusted financial services company that has been providing personalized financial advice to clients for over 15 years. Led by experienced financial experts, the firm offers a comprehensive range of services tailored to the individual needs and goals of their clients. With a commitment to excellence and a client-oriented approach, HERZOG FINANCIAL GROUP, LLC has become a reputable partner for individuals, high-net-worth individuals, businesses, and non-profit organizations seeking financial guidance.
The firm offers a variety of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They also follow a fee-based compensation structure, ensuring that their interests are aligned with their clients' success. Additionally, HERZOG FINANCIAL GROUP, LLC adheres to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
Founder and CEO John Herzog has over 20 years of experience in the financial industry and leads a team of certified financial planners with diverse areas of expertise. As a registered investment advisor with the SEC, the firm is required to disclose any potential conflicts of interest through their public Form ADV. HERZOG FINANCIAL GROUP, LLC maintains a commitment to maintaining the highest ethical standards in all their services.
AIS FINANCIAL is a reputed financial advisory firm that has been helping clients achieve their financial goals for over 15 years. Their team of 10 experienced advisors offers a wide range of financial services, including investment management, retirement planning, and insurance planning, among others. They work with diverse client types, such as individuals, families, and businesses, and have assets under management worth $500 million.
The firm follows a transparent and fair compensation structure, offering various options such as commission-based, fee-based, and flat fee compensation. They make sure to disclose any potential conflicts of interest and disciplinary actions taken against their advisors to maintain trust and transparency with clients. With a strong reputation in the industry and a track record of satisfied clients, AIS FINANCIAL continues to provide expert financial advice and services to help clients make sound financial decisions.
Gateway Wealth Management, LLC is a highly reputable financial advisory firm that assists clients in achieving their financial goals and securing their future. With over 10 expert advisors and $500 million in assets under management, the firm has a track record of providing top-notch services for the past 16 years. The firm takes a personalized approach, creating customized financial plans tailored to each client's unique goals, risk tolerance, and financial situation. To ensure clients make informed decisions, the advisors stay updated with the latest market trends and offer timely investment advice. The company also adopts a collaborative approach, working closely with clients to align their financial plans with their changing needs. Gateway Wealth Management, LLC offers a comprehensive range of services, including investment management, retirement planning, estate planning, tax planning, insurance planning, education planning, and debt management. The firm caters to a diverse group of clients, including individuals, families, small business owners, and corporations. As a fee-only firm, Gateway Wealth Management, LLC does not charge commissions, instead, clients pay a management fee based on their assets under management. The founder, John Smith, is a Certified Financial Planner with over 25 years of experience, and the team of advisors has expertise in various financial areas. The firm values transparency and provides clients with access to all regulatory disclosures through the SEC's website or upon request.