Senatus Wealth
Investment, assurance, pension and benefit planning experts that private and professional corporations, high/ultra-high net worth investors and institutions trust to help them implement thoughtful and ensuring financial plans that capture the unique preferences of their family, business and community.
SBW Wealth Management
At SBW Wealth Management, we pride ourselves on being more than just a financial firm. As a privately owned, independent entity, our focus remains solely on our clients, free from corporate affiliations and potential biases. We serve our clientele with intention, providing personalized, agile planning strategies that align with your...
Rothenberg Wealth Management
Rothenberg Wealth Management was a Quebec-based wealth management firm with an additional office in Calgary. It has been acquired by Harbourfront Wealth Management, a prominent independent wealth management firm based in Vancouver. This acquisition included Rothenberg & Rothenberg Annuities, which specialized in life insurance and annuities.
Harbourfront Wealth Management operates...
Ritholtz Wealth Management
Ritholtz Wealth Management is a financial advisory firm based in New York City, founded in 2013 by Barry Ritholtz and Josh Brown. The firm focuses on prioritizing client interests and emphasizes transparency, education, and a goals-based approach to wealth management. Ritholtz Wealth Management aims to simplify financial processes and provide...
Providend
Providend is Singapore’s first fee-only wealth advisory firm, dedicated to prioritizing client interests through independent and holistic financial planning. Established as a family-driven organization, Providend focuses on aligning financial decisions with clients' life goals rather than short-term gains. The firm operates with a team of multidisciplinary experts who deliver prudent,...
Provenance Wealth Advisors
Provenance Wealth Advisors (PWA) is a financial advisory firm that provides integrated wealth management solutions. The firm focuses on comprehensive financial, estate, and business planning for high-net-worth individuals, professionals, and retirees. PWA emphasizes a client-centric approach, aiming to preserve assets and secure legacies through tailored strategies that combine expertise in...
Kingsview Partners
Kingsview Partners is a financial services firm that specializes in wealth management and related services. Founded in 2008 and headquartered in Grants Pass, Oregon, the firm has established a national presence with additional offices in Chicago, Westport, Plantation, and New York. Kingsview Partners combines personalized service with institutional-level resources, allowing...
JL Smith Wealth Tax Planning
JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else. Our goal is to empower individuals and families to make informed financial decisions that align with their life goals and aspirations.
Led by an esteemed team...
IRONSHIELD Financial Planning Inc
Planning for your future is more than just a good idea...
It's a responsibility and a commitment to achieving your life-long goals. IRONSHIELD Financial Planning focuses on goal-oriented solutions, whether your needs require one of our independent à la carte plans™ or one of our comprehensive KAIZEN Financial Planning Programs™,...
International Money Matters Pvt Ltd
International Money Matters Pvt Ltd (IMMPL) is a financial advisory firm based in Bengaluru, established in 2002. The company specializes in comprehensive financial planning and investment management, serving a diverse clientele that includes new investors, non-resident Indians (NRIs), and businesses. IMMPL focuses on aligning financial strategies with clients' long-term goals....
Intelligent Finance Australias 1 Mortgage Broker
Intelligent Finance is regarded as a leader and innovator in the mortgage broking industry.
We deal with over 40 lenders, giving you access to over 400 loan products all under one roof, so you can be sure that the solution that suits you best can be found.
Having Intelligent Finance...
Highland Capital Brokerage
Highland Capital Brokerage is a life insurance, annuity, longevity planning, and disability insurance distribution company based in Birmingham, Alabama. Founded by independent advisors, the company aims to support other financial advisors in delivering top-notch services to their clients. It operates as a subsidiary of Osaic.
The company offers a variety...
HFG Wealth Management
Whether you're opening your first bank account, planning your legacy, or giving back, HFG Wealth Management provides solutions that are Rooted in Faith, Focused on You™. Our advice is centered around your needs because we genuinely care. We help you make financial decisions that support your values, empowering you to...
Heritage Financial Services LLC
Heritage Financial Services, LLC, is a registered investment advisory firm based in Westwood, MA, founded in 2005. The company operates on a fee-only basis, providing clients with investment advice without commission-based charges.
The firm offers a variety of financial services, including tailored investment management, comprehensive financial planning, retirement planning, and...
GoTo Wealth Inc
Empowering Individuals, Professionals & Business Owners for the future while providing freedom to live in the moment.
Frontier Financial Advisory Services Ltd
Frontier Financial Advisory Services Limited is a fast-growing asset manager and wealth consultant. Our purpose is to provide our clients the most sustainable, secure and trust-worthy financial future with the philosophy of "Leading from the front". We offer a wide range of innovative solutions for our clients by working with...
FP Alpha
FP Alpha is an AI-driven financial planning technology company based in New York City, founded in 2018. The company focuses on providing advanced planning solutions for financial advisors, utilizing artificial intelligence to analyze client documents and deliver actionable insights. FP Alpha operates in the fintech sector, emphasizing wealth management and...
Four Seasons Wealth Management St Louis
Sowing financial seed is all about choices.
If you choose to plant them in good soil, they have the opportunity to produce several times what was sown. But if you opt to plant them in rocky soil or among thorns, your plants will not thrive.
The Parable of the Sower...
Foguth Financial Group
At Foguth Financial Group, we specialize in helping individuals and families build customized financial plans tailored to their unique goals. Our mission is to provide you with the confidence and peace of mind that comes from knowing all your financial resources are aligned and working toward your long-term objectives.
Disclosures:...
Fjell Capital
Fjell Capital is an independent wealth management firm focused on providing personalized financial services. The company is dedicated to helping clients achieve their financial goals through tailored advice and strategic investment solutions. Fjell Capital emphasizes a client-centric approach, ensuring that it understands and addresses the unique needs of each individual....