ClearPath Business Advisors is multi-faceted, high-end consulting & advisory firm delivering on our perspective that business owners should build a healthy, sellable business whether they plan to sell or not. And everything that builds a sellable business, creates a stronger business and a more balanced life for its leaders and teams. We are a team of seasoned, multidisciplinary business executives with finance, accounting, operations, sales, people strategy, hiring, and legal expertise. We strive to become a part of our client’s teams, working closely, and alongside business owners and their management teams. We are also a firm with a heart, guided by our core values in creating high value for our clients while delivering on our promise of being a different type of consulting & advisory firm. Ultimately, we just want to work with good people who could use our help. And have fun doing it.

Boutique advisory firm hired by CEOs and Private Equity firms to complement executive teams to bring laser focus to planning and execution of strategic priorities, identifying risk analysis, investment options and a clear, measurable implementation path. Raime is adept at working with leaders to optimize P&L and Balance Sheets and identify and drive business improvements to create enterprise value. Key Areas of Focus include: - Strategic plan development and implementation - Organization optimization - Financial Planning and Analysis (FP&A) - Cashflow improvement - M&A strategy and due diligence

-Coordinated Fire Extinguisher Training program with the Modesto Fire Department; arranged for training of 35 employees at no charge to the company-Gained skills in graphic design using multiple applications-Designed promotional materials and web pages incorporating digital photography-Assisted in establishing company policies regarding property standards and created a database of current building specifications-Demonstrated versatility and flexibility in completing a wide range of tasks related to various aspects of company operations including participating in onsite demolition activities and conducting research

Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning. Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado . Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.

We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.