DEEMER WEALTH MANAGEMENT LLC is a reputable financial firm that specializes in providing personalized and transparent financial solutions to their clients. With over 15 years in the industry, the firm has gained a strong reputation for their knowledge, expertise, and exceptional client service. They work as fiduciaries, meaning they prioritize their clients' best interests above all else. Their team of experienced financial professionals offers a wide range of services including investment management, retirement planning, tax planning, estate planning, and risk management. They cater to a diverse client base, which includes high net worth individuals, families, small businesses, and institutions. DEEMER WEALTH MANAGEMENT LLC operates on a fee-only basis, aligning their interests with their clients' and avoiding potential conflicts of interest. They are led by a team of experienced professionals and are required to disclose any potential conflicts of interest through their Form ADV. Clients can trust DEEMER WEALTH MANAGEMENT LLC to help them achieve their financial goals and secure their future.
VALLEY BROOK CAPITAL GROUP is a financial advisory firm that offers personalized strategies and comprehensive services to assist clients in achieving their financial goals. Founded in 2005, the firm has over $1 billion in assets under management and a team of 10 advisors, catering to high net worth individuals, families, and small businesses. Their disciplined investment approach focuses on long-term value creation and risk management, and their advisors stay updated on market trends to provide effective solutions. They offer a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm primarily serves high net worth individuals and families, but also works with small businesses. Their fee structure is based on a percentage of assets under management, and they have a clean regulatory record. As a registered investment advisor and fiduciary, they are legally obligated to act in their clients' best interests at all times. Overall, VALLEY BROOK CAPITAL GROUP is a reputable firm with experienced advisors, transparent fees, and a commitment to helping clients achieve financial success.