Quorus
Quorus partners with asset and wealth managers to offer customizable, tax-managed investment portfolios based on the manager's proprietary investment strategies.
With Quorus, asset managers can quickly and easily launch a new, custom investment product without the added complexity of managing thousands of individual accounts.
Wondering how you can capitalize on...
Kingswood US
Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources...
Jones Advisory Group LLC
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy...
Harness Wealth
Harness Wealth is a financial services platform that combines the expertise of financial professionals with advanced technology to deliver tailored financial and tax advice. Founded in 2018 and headquartered in New York City, the company initially focused on startup founders and employees but has since expanded its services to a...
Gratz Park Private Wealth
An Intuitive Approach To Your Wealth - As mothers, sisters, daughters and community leaders, we believe that family is everything. From day one, we're an advocate for you, your family and your legacy. Our intuitive approach to wealth planning allows us to educate and empower our clients as we create...
Generations Wealth LLC
Generations Wealth, LLC was founded to pursue a higher standard that redefines the wealth management experience. We offer comprehensive or unbundled advice-based solutions - a compelling alternative to traditional investment-centric wealth management - specializing in Personal CFO services, passive investing and income tax.
Generations Wealth, LLC is registered and regulated...
Fairport Wealth
Fairport Wealth is a purpose-driven financial services firm based in Cleveland, Ohio. Established in 1963, it provides comprehensive financial planning and investment advisory services to individuals and families, helping them achieve their financial goals. The firm serves over 2,000 families across six regional offices and is affiliated with Hightower Advisors,...
Doyenne Wealth Advisors
Doyenne Wealth Advisors is a financial advisory firm based in Chicago, Illinois, established in 2021. Founded by a team of experienced professionals, the firm is dedicated to creating sustainable financial solutions for clients across generations. As an independent, employee-owned company, Doyenne fosters a collaborative environment where all advisors are Certified...
BFG Wealth Management
BFG Wealth Management manages assets for institutions, high net worth individuals, and families. We are committed to high quality in its business practices, investment strategies and wealth solutions. We focus on three essential markets: equities, real estate, and commodities. We insist that each of our portfolios should do just one...