Impala Asset Management LLC is the family office of industry veteran Bob Bishop.

Cypress Capital Group, a private equity real estate firm investing in residential properties in U.S. tech-centered cities such as Silicon Valley, New York, and Austin. Our offerings include private equity real estate funds.

Treasure Coast Financial Planning, Inc. is a financial services company based out of 3418 Ocean Drive, Vero Beach, Florida, United States.

We started Pursuit Wealth Management to bring the focus back onto servicing clients. It seemed only the elite wealthy could receive personalized services, and everyone else had to settle for generic access without individualized attention. Most of the small business owners and high-income earners were being left out and underserved. Our purpose has always been to help this group accomplish their goals in life. This differentiated focus is why we left the major banks and brokerage houses. Instead of focusing on people that are already billionaires, we dedicate our time and resources to helping our clients down the road of building their wealth and enjoying the fruits of their labor. We call this journey the personal pursuit of happiness. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials or endorsements may not reflect the experience of all clients of our firm or financial professionals.

Inclenberg Investments is a private investment firm established in 2011 to manage the assets of David Gochman. With a narrow focus on direct investments in real estate, Inclenberg has amassed significant experience across multiple asset classes and various financing structures. Inclenberg has offices in Florida and Texas.

As the CEO of Steady Returns I am responsible for leading and inspiring our team. My three most important functions include investment management, recruiting, and sales growth. We are trying to build an advisory firm to be proud of, one where employees and clients are both treated with great care.

KJ Investments helps business owners and investors secure financing when banks say no. Small balance loans up to $5 million. Loans are available nationwide. Written pre-approval given in 48-72 hours. The entire loan approval process typically takes between 30 – 45 days. Low documentation loans (stated) are available. We have small balance loan programs to fit our borrower’s needs. To obtain a quote please fill out our on-line loan request form

• Performed valuation analyses of equities investment opportunities using Excel for portfolio forecasting, performance and risk estimates, to support managerial decision-making • Created models for mixed residential/commercial real estate portfolio analysis using historical sales, rent prices and current market trends to forecast future cash-on-cash returns and equity gains; models helped lead to acquisition of properties and expansion of portfolio • Provided concise, detailed presentation reports to management regarding current and potential future investments • Assisted in due diligence research for an array of potential investment opportunities that clients sought advice on, to expand clients’ comprehension of data and support firm-client relations. Conducted year-end reconciliation of multiple partnership portfolios

PW Partners, LLC is an investment management firm focused on long-term value creation for small and mid-cap companies. PW Partners objective is to maximize the potential value of its portfolio companies by positively influencing corporate policies through operations, strategy and capital allocation. PW Partners has a strong history of creating value through enhanced strategic decision making, operational excellence, capital allocation, board involvement and deep sector expertise. PW Partners accolades have been recognized and written about in Forbes Magazine, Barron's, The Wall Street Journal, The New York Times, The Los Angeles Times, The Deal and Restaurant News. In addition, PW Partners Managing Partner, Patrick Walsh, was named one of the 50 most powerful people in the food service industry by Restaurant news in 2015. In 2018, Mr. Walsh was named Entrepreneur of the Year by Ernst & Young.

We are a tax law consulting firm dedicated to reducing the tax outlays of small businesses and the owners who run them. Compared to large corporations, small businesses pay a much higher percentage of their earnings to taxes. Our goal of tax planning is to maximize “after tax” income. On average we save our clients 15k-90k yearly. Stop Leaving Uncle Sam a TIP!!!! It's not what you make, it's how much you can KEEP that counts!!!

Asterion provides financial and economic consulting services to law firms, publicly and privately traded companies, governmental agencies and entrepreneurs. Our consulting services encompass an array of technical skills and are delivered through three integrated service lines: (1) Forensics; (2) Valuation; and (3) Intellectual Property. Our professionals routinely assist clients and their advisors in valuating business interests, providing economic consulting for new products and services, analyzing damages in litigation contexts, conducting forensic accounting investigations and analyses, assisting businesses with interruption and lost income, assisting distressed business owners, acting as receivers or helping a party with the financial analyses required in the family law context. Members of our team have advanced degrees in business and finance, possess numerous professional certifications, and have qualified and testified as financial and economic experts in Federal, state and local courts across the United States. Asterion provides complex analysis of financial issues from a 360 degree perspective and then synthesizes that data in a way that can be simply stated and communicated to others.

Klocke Capital Group, LLC is a fee-only, independent investment adviser and financial services company. We provide independent investment management to high net worth individuals, families, trusts, pensions, foundations and endowments. KCG brings a unique perspective to money management. The two major objectives of KCG is to allow investment portfolios to generate growth which is complemented with a moderate degree of income. The income generation that is produced from the portfolios will help reduce overall portfolio volatility. Subscribe free to Klocke Capital Group's weekly Market Commentary http://www.klockecapital.com/