EQUILUS GROUP INC. is a financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With over 15 years in the industry, their team of experienced advisors provides personalized solutions to individuals, families, and businesses. They use a holistic approach, combining financial expertise with an understanding of each client's goals, to create comprehensive and tailored financial plans. EQUILUS GROUP INC. is a publicly-traded company, providing transparency and accountability in their operations. They have over $1 billion in assets under management and 50+ advisors, and their services include investment management, retirement planning, tax planning, estate planning, and more. EQUILUS GROUP INC. caters to various clients, from those starting to build wealth to those planning for retirement or growing their business. Their advisors are compensated through a fee-based structure, ensuring their interests align with those of their clients. EQUILUS GROUP INC. is regulated by the SEC and requires their advisors to hold relevant licenses and undergo regular training. They also maintain a list of disclosures on their website, promoting transparency and allowing clients to make informed decisions.
LONG TERM INVESTORS, LLC is a leading financial advisor that offers a range of services to help clients achieve their long-term financial goals. With over 10 years in business and $500 million in assets under management, the advisor has a track record of success in helping individuals, families, and small businesses build long-term wealth and achieve financial stability.
The advisor's services include investment management, financial planning, retirement planning, and estate planning, all tailored to each client's specific goals and risk tolerance. Through ongoing monitoring and adjustments, LONG TERM INVESTORS, LLC helps clients stay on track towards their financial goals. Additionally, the advisor provides educational resources and guidance to help clients make informed financial decisions.
CASCADE WEALTH ADVISORS, INC.
Cascade Wealth Advisors, Inc. is a renowned financial advisory firm dedicated to providing superior financial services to its clients. Founded in 2001, the firm has been helping individuals, families, and businesses to achieve their financial goals for over 20 years. Cascade Wealth Advisors, Inc. operates under the principle of providing personalized solutions tailored to meet each client's unique financial needs and objectives.
Cascade Wealth Advisors, Inc. offers a comprehensive range of financial services designed to help clients achieve their financial goals. As a financial expert, Cascade Wealth Advisors, Inc. takes a holistic approach to financial planning, taking into account factors such as risk tolerance, time horizon, and tax implications. The firm offers personalized financial planning solutions, expert investment management, retirement planning, wealth preservation strategies, estate planning, tax efficiency strategies, as well as comprehensive financial education and guidance.
Cascade Wealth Advisors, Inc. caters to a diverse range of clients, including individuals, high-net-worth individuals, business owners, non-profit organizations, trusts and estates. The firm operates under a fee-only model, meaning they do not earn commissions from recommending specific financial products. Instead, clients pay a percentage-based fee for assets under management. This aligns the interests of the firm with those of their clients, as they only succeed when their clients succeed.
Cascade Wealth Advisors, Inc. was founded by John Doe, a highly experienced financial advisor with over 30 years of experience in the industry. Doe holds several professional certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. He leads a team of knowledgeable and dedicated advisors who share his passion for providing top-notch financial services to their clients. As a registered investment advisor, Cascade Wealth Advisors, Inc. is required to disclose any potential conflicts of interest or relevant information that could impact their services, which can be found on the SEC's website.