Companies similar to PAZERA CAPITAL MANAGEMENT
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  • capitalplanningpartners.com
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Capital Planning Partners is a leading financial services firm serving high net worth private and corporate clients. Our clients include individuals and families, corporate executives, business owners and entrepreneurs. Originally founded in Silicon..
Relevance: 39.99151
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 39.012554
  • www.wingatellc.com
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Wingate Capital Advisors LLC is an Investment Advisory Firm committed to providing Portfolio Management and Advisory Services. As an Investment Advisory Firm, our primary focus is to design original portfolios with the purpose of achieving goals and..
Relevance: 38.384254
  • www.pazera.com
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Pazera Capital Management is an investment advisory firm for your retirement planning, estate and distribution planning, tax minimization strategies more... Pazera Capital Management, Inc. is an independent wealth management firm serving clients..
Relevance: 38.36524
  • www.sscapm.com
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Spectrum Strategic Capital Management, LLC, is an independent, federally registered investment advisor and full-service financial planning firm. We provide our clients with asset management, retirement planning, investment planning, estate planning..
Relevance: 38.03597
  • www.crenshawcapital.com
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Formed in 2010, Crenshaw Capital Management, LLC (CCM) is an Investment Advisory and Wealth Management Firm. Our goal is to create a portfolio which will offer clients the highest rate of return for the amount of risk taken. A personalized Investment..
Relevance: 37.75708
  • www.rsgwm.com
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RockyStream Global Wealth Management, LLC. ( RSG Global Wealth Management) is a multi-family Family Office and a global Wealth Management firm specializing in Wealth Management, Asset Protection, Estate Planning, and full range financial products and..
Relevance: 37.661205
  • rsgwm.com
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RockyStream Advisor, LLC (RSA Capital) is an FINRA Registered Investment Advisory and Financial Advisory firm. Utilizing RSA Capital's proprietary Quantitative Investment Strategies, we provide comprehensive investment management and wealth..
Relevance: 37.59973
  • putmanfinancialgroup.com
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Putman Financial Group serves as the marketing name of Putman Accountancy Corporation and Putman Capital Management, Inc... Putman Financial Group, CPA Wealth Management firm, is headquartered in Torrance located in the Beach Cities of the South Bay..
Relevance: 37.29009
  • www.lajollawealth.com
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The La Jolla Institute for Wealth Management is an independent, state registered, advisory firm. We offer fee-based, objective advice to clients. Unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on..
Relevance: 37.159412
  • capitalwealthalliance.com
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Capital Wealth Alliance is a comprehensive RIA that strives to create sustainable generational prosperity through partnership, education, and a comprehensive approach to Wealth Planning, Implementation, and Management... Capital Wealth Alliance is a..
Relevance: 37.108047
  • tuftoncapital.com
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Tufton Capital Management was founded in 1995 by Jim Hardesty and Randy McMenamin as a small boutique investment advisory firm serving high net worth individuals and families. Originally named Hardesty Capital Management, the firm commenced business..
Relevance: 36.737362
  • camcapmgt.com
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Cambridge Capital Management is a fee-only investment management firm offering advisory services that are completely objective and never misguided by proprietary kickbacks... At Cambridge Capital Management, we are focused on providing clients with..
Relevance: 36.339058
  • aljenam.com
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Aljen Asset Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Aljen Asset Management and its representatives are properly licensed or exempt from licensure. This website is..
Relevance: 36.30289
  • www.salinestahl.com
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Founded in 2004, Saline Stahl Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Stahl..
Relevance: 36.146877
  • www.gwmllc.com
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Global Wealth Management is an independent Registered Inves tment Advi se r (RIA) and fee-only wealth management firm providing investment management, investment advisory, and comprehensive financial planning services... Global Wealth Management is..
Relevance: 36.064804
  • www.nashuacapital.com
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Nashua Capital Management is a Registered Investment Advisory Firm located in Nashua, New Hampshire. NCM offers customized Wealth Advisory Services including comprehensive financial planning and investment management. The founding philosophy is..
Relevance: 35.96057
  • www.capitalsaratogawealth.com
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Capital Saratoga Wealth Management is a dba of PKS Advisory Services, LLC (PKSA), a SEC registered investment advisory firm established in 2001, headquartered in Albany, NY. PKSA currently has relationships with Fidelity (FIWS), Schwab, and TD..
Relevance: 35.93322
  • www.plutuscapital.co
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Founded in 2012, Plutus Capital is a Gurgaon based SEBI registered Investment Advisory Firm providing wealth and stock advisory services. Our focus is the Indian capital market, and we cater to family offices and individuals from India and globally...
Relevance: 35.843826
  • mai.capital
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MAI Capital Management ("MAI") is a full service wealth manager and registered investment advisor... MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. Our recommendations are objective..
Relevance: 35.72101
  • www.montellowealth.com
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Montello Wealth Management is a registered investment advisory firm serving individuals, families and institutions focused on the creation and preservation of wealth... Montello Wealth Management is an independent, fee only, financial planning and..
Relevance: 35.696426
  • www.whitenercapital.com
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Whitener Capital is a fee-only financial planning and investment advisory firm providing wealth investment management services for our clients in NC... Whitener Capital Management, Inc. provides investment advice and money management for..
Relevance: 35.658413
  • www.sandmancapital.com
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Sandman Capital Advisors EAF, is an independent financial advisory firm which provides services exclusively focused on wealth management and tailor made financial advisory, both for private clients and for legal entities... We help our clients..
Relevance: 35.598145
  • www.kiplingerwealth.com
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Kiplinger Wealth Advisors is an independent advisory firm offering an independent, unbiased approach to wealth management. Our wealth management process encompasses investment management, financial goal and tax planning. Each and every client..
Relevance: 35.59789
  • www.queencityadvisors.com
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Our in-house SEC Registered Investment Advisory Firm, Queen City Capital Management, LLC provides our clients with comprehensive wealth management solutions. QCCM was formed in 2012 under the direction of Jeff Spitzmiller, CFA to provide Queen City..
Relevance: 35.371086
  • www.mariettawealth.com
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Marietta Wealth is a fee-only financial advisory firm focused on providing comprehensive financial planning and tailored investment strategies... We're an independent, fee-only financial advisory firm in Marietta, Georgia. Founded in 2015, we..
Relevance: 35.36083
  • poulosadvisors.com
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Poulos Advisors, Inc. is an independent wealth management firm that delivers comprehensive investment and financial planning advice, serving as your dedicated partner to help build and protect your wealth... Poulos Advisors, Inc. proudly offers..
Relevance: 35.348705
  • www.arrcap.com
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Arrow Capital is a registered investment management company with offices in Dubai (regulated by Dubai Financial Services Authority - DFSA) and Mauritius (regulated by Financial Services Commission - FSC)... Arrow Capital is a leading Financial..
Relevance: 35.241863
  • www.portuscapitalmanagement.com
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Portus Capital Management, LLC is a comprehensive Financial Advisory Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Insurance and a full range of..
Relevance: 35.236294
  • brentonpoint.com
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Brenton Point Wealth Advisors is a partner-owned wealth management firm whose management has a rich history in capital markets research and investing, serving the financial needs of high-net-worth families and non-profit organizations... Brenton..
Relevance: 35.22453