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Sentry Group Wealth Partners

Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise. The right financial plan begins by identifying your needs. Sentry Group will take the time to listen and learn about your unique situation. By putting your needs first,...

Sentinel Trust Company LBA

Sentinel Trust Company, LBA, is an independent wealth management firm and multi-family office founded in 1997 by the Flowers and Fruehauf families. The firm was established to enhance the management of family affairs and provide access to institutional investment opportunities, moving beyond the limitations of traditional single-family offices. The company...

Seneca Financial Solutions

Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients.

Seasons of Advice Wealth Management

We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial life. We work hard to build a relationship with you and your family that can endure for generations. Initial meetings are...

Searcy Financial Services Inc

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple...

Sculptor Capital Management

Sculptor Capital Management is a global alternative asset management firm founded in 1994 by Daniel Och. Originally known as Och-Ziff Capital Management Group, the firm is headquartered in New York City and has offices in London, Hong Kong, Mumbai, and Shanghai. It employs approximately 325–400 professionals and manages $32–34 billion...

Scotia Wealth Management

Scotia Wealth Management is the wealth management division of Scotiabank, one of Canada's largest financial institutions. It offers a comprehensive, team-based approach to wealth management, addressing various aspects of clients' lives, including family, business, and future planning. The company provides a range of tailored solutions for high-net-worth individuals and families....

Schuster Anderson Wealth Advisors

As trusted financial advisors, we help families and individuals with all of their financial affairs—not just investments. With our prudent guidance, advice and investment experience, you can gain confidence for turbulent times. We will help to simply your financial life and give back more of your most valuable resource...YOUR TIME....

Saxon Financial Group

Saxon Financial Group is a Houston-based financial advisory firm that provides comprehensive wealth management and financial planning services. The firm is dedicated to a client-first approach, creating personalized strategies to meet a variety of financial needs. They serve individuals, families, high-net-worth clients, and institutions, with a particular focus on oil...

Savin Insurance Limited

Savin Insurance Ltd. is a network of independent financial advisors and licensed professionals that are dedicated to providing Canadians with quality insurance products and superior customer care. We adhere to a strong ethical code and work with our clients to build a solid, lasting relationship based on honesty, integrity, mutual...

Savart

Savart is a SEBI-registered investment advisory and technology company based in Hyderabad, India. Founded in 2017 by Sankarsh Chanda, the company aims to democratize wealth creation through AI-driven financial solutions. It serves clients in over 33 countries and manages more than INR 2,100 crores in Assets Under Advisory. Savart focuses...

Satori Faber

We provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face. Our deep understanding of financial markets,...

Sapient Private Wealth Management

Sapient Private Wealth Management It is our view that prudent wealth management begins with a different mindset. We design plans for the expected, add cushions for the unexpected, and reach for the possibilities when the right moments come along. What does that mean? It means we start by protecting the...

Sapers Wallack Inc

Sapers & Wallack, Inc. is an insurance, benefits, and wealth management advisory firm based in Newton, Massachusetts. Founded in 1932, the company serves a diverse clientele across New England, including public and private businesses, family businesses, non-profits, and high net worth individuals. With an annual revenue of $14.4 million and...

SANDSTONE Asset Management Inc

SANDSTONE Asset Management Inc is a wealth management firm located in Calgary, Alberta, Canada. The company specializes in discretionary investment management services, allowing them to make investment decisions on behalf of their clients without needing prior approval for each transaction. This approach is designed to align with the financial goals...

Sandell Asset Management

Sandell Asset Management is a global alternative asset management firm founded in 1998 by Thomas Sandell. Headquartered in New York City, with a secondary office in London, the firm specializes in event-driven, multi-strategy investing. It focuses on equity special situations and credit opportunities, utilizing proprietary analytical tools to identify undervalued...

Sami Capital

Sami Capital provides financial advisory and arrangement services for financial products and Shariah Compliant Structured solutions for our clients. Our team has global experience in developing successful business lines in derivatives, structured products and funds. We provide guidance on sourcing shariah compliant structures from a myriad of global banks. Sami...

Sameeksha Capital

Sameeksha Capital is a financial services company located in Ahmedabad, Gujarat, India. Founded in 2015 by Bhavin Shah, the company aims to provide professional investment management services, with a name that means "Thorough Analysis," reflecting its investment approach. The firm offers a variety of services, including investments in Indian and...

Samalin Wealth

Samalin Wealth is an SEC registered investment advisory firm. We offer curated wealth management designed to elevate our client's financial potential. Our mission is to provide clients a sound, reliable, and expert environment to deliver financial insights and solutions. We operate with fiduciary responsibility and provide our clients the one-on-one...