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Showing 1 - 4 of 4 results
WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC
Carmel, California
1-24 employees
Welton Investment Partners is an established alternative asset manager focused on creating better investor outcomes. Unconstrained by convention or product silos, we draw on our experience, investment acumen, and creativity to develop non-correlated investment strategies that seek to address common yet frequently unmet investor needs. We believe our investment edge derives from our proprietary investment strategies and sophisticated capital allocation process, applied across the major liquid markets spanning equities, fixed income, commodities, and currencies. See important disclosures: https://www.welton.com/privacy/
Retirement Benefits Rank
Below Market
LOWERY THOMAS LLC
LOWERY THOMAS LLC
Pebble Beach, California
1-24 employees
PASSION DRIVES SUCCESS In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion. We hope you see the enthusiasm in each of us and the genuine interest we have in our clients. We value the chance to hear your life’s story, your interests and the goals that you pursue. The relationships with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet our clients' expectations. We strive for excellence, both in service and portfolio performance. Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation. Our Expertise: CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.
Retirement Benefits Rank
Top Benefits
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
Monterey, California
1-24 employees
At Monterey Private Wealth, we are here to answer your most challenging financial questions. We are a fiduciary and fee-only financial adviser - 100% fee-only. This means we only get paid the fees our clients pay us, and we do not accept commissions or payments from third parties. Monterey Private Wealth provides advanced financial planning and wealth management services, including investment management and estate, tax, and retirement planning. You can expect a thoughtful experience that starts with our Lifetime Planning Approach as we guide you through your financial journey -both now and throughout your financial future. Our Resilient Portfolios will help you get the returns you need without taking excessive risks. You’ll have an investment plan that’s coordinated with your financial plan - all personalized to your values, needs, and concerns. Your advisor at Monterey Private Wealth will guide you on your path to financial security, leaving you with time to focus on what’s most important to you - your, and your family. Monterey Private Wealth believes in service above self. This spirit of generosity remains a common thread in our organization. Whether it is giving of our time, talent, or treasure, we share a heart of service. By committing ourselves to being lifelong learners, we find solutions to complex situations. Our culture of honor creates an environment where differences are strengthened toward solutions. We empower our team members to develop professionally while engaging as a stakeholder in the community. We honor each relationship, knowing strong relationships make for stronger communities. We are valued for our contribution, not by our position. Monterey Private Wealth is an independent registered investment advisor (RIA) registered with the United States Securities & Exchange Commission.
Retirement Benefits Rank
Market Leading
HASTIE FINANCIAL GROUP, LLC
HASTIE FINANCIAL GROUP, LLC
Salinas, California
1-24 employees
Hastie Financial Group ia Registered Investment Advisory Firm specializing in fee-based financial services, including investment management and financial, retirement and estate planning. The Financial Professionals of Hastie Financial Group are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Hastie Financial Group are separate and unrelated to Commonwealth. [Hastie Financial Group, 307 Main Street, Suite 300, Salinas, CA 93901.] This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, FL, ID, NV, OH, OR, PA, TX, UT, VA and WA]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Competitive
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