Ridgewood Energy is a private equity firm focused on investments in the Deepwater Gulf of Mexico. With more than two decades of experience investing in Gulf of Mexico oil and gas projects, Ridgewood Energy has earned its reputation as a reliable, professional, value-adding project partner to many leading energy companies.

Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.

Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html

Lek Securities Corporation (LSC) is an electronic order-execution and clearing firm that provides direct access to equities and options markets through ROX. As an independent clearing firm, LSC provides sophisticated financing and reporting and provides its customers with risk-based portfolio margin financing.

We create highly personalized financial plans that allow our clients to enjoy happy, secure and prosperous retirements. We take a one-on-one approach to investing and use time-tested portfolio strategies and funds that perform consistently regardless of market conditions. We offer a one-stop shopping approach by providing clients with professional guidance in all areas of their financial life including investments, taxes, insurance and estate planning. We bring together the team of professionals our clients need to achieve their financial goals and secure their future.

Hollow Brook Wealth Management is dedicated to preserving and growing capital over the entire market cycle. Our priority is to serve as active, thoughtful and responsible stewards of our clients’ wealth. As experienced wealth managers, we leverage in-depth research, long-standing industry relationships and disciplined processes to meet the distinct and complex needs of our clients.

financial firm

We use our diverse tax and legal background to provide portfolio management integrated with your tax, financial, and estate plans. And when you really think about it, taxes could be your highest expense in retirement. We are part of a nationally ranked firm (Barron’s 12th ranked firm in the country), led by an award-winning wealth advisor, Debra Taylor CPA/PFS™ , JD and Certified Divorce Financial Analyst (CDFA®). Much of our specialized work is so cutting-edge that we are nationally recognized for our portfolio management and lifetime tax planning on behalf of our clients. Indeed, our founder, Debra Taylor, is a nationally known speaker and expert on tax planning and portfolios, having authored over 400 articles. OUR SPECIALIZATIONS Tax Planning: Our proactive tax planning will be different from anything else that you have experienced. In fact, we practically wrote the book on how to deliver these services. We provide ongoing tax planning throughout the year, projecting out your lifetime taxes, and creating strategies for minimizing your tax obligation for years to come while maximizing portfolio values. Estate Planning: We work in tandem with estate planning counsel to ensure your estate plan is appropriate and coordinated with your tax and financial plan. Our deep tax knowledge and customized financial planning augment your estate plan to limit taxes,and ensure that your assets get to the right people. Team Approach: Our curated financial planning goes beyond the typical “in office” team approach. Our team extends beyond the confines of our office — we have developed relationships with vetted professionals - in an attempt to simplify the complex for our clients and strive for the best results for their families. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.

Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.

Kolinsky Wealth Management, LLC is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to meet your financial goals. Kolinsky Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients—working closely with attorneys, accountants and other professionals to create personalized wealth management strategies tailored just for you. For more information about Kolinsky Wealth Management, LLC and the services we provide, please contact Jason Kolinsky at 201-474-4014 or send an email to [email protected] Advisory services offered through Kolinsky Wealth Management, LLC an independent registered investment adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Insurance products offer through Kolinsky Financial Group, Inc. SFA is not affiliated with Kolinsky Wealth Management, LLC and Kolinsky Financial Group, Inc. Supervisory Office: 678.954.4000 Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Creative Financial Planning is a whole-service, independent financial planning firm located in the heart of Nyack, New York. With a combined experience of 60 years in the financial planning and wealth management industry, our approach to financial planning is founded in our passion to connect with people who are looking to accumulate, grow, and protect their wealth. Once we’ve learned our clients’ story, analyzed their cash-flow, and assessed their risk tolerance, we provide a custom-tailored financial plan that can help achieve the results they’re looking for. Because we work with a select number of clients, we are able to focus our attention on—and listen to—each and every one of our clients' unique needs and concerns. This allows us to create strategies and take a proactive approach that helps our clients feel confident in trusting us with their financial life. As a fee only firm, we do not charge commissions. We succeed when our clients succeed. That is why we work diligently, strategically, and passionately on every account that we manage. No matter what chapter of life a client is in—recently married, raising children, saving for a business endeavor, or planning for retirement—we create plans that help turn financial dreams into a reality. Advisory services offered through Commonwealth Financial Network®️, a Registered Investment Adviser.

Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. For many, understanding every aspect of personal finance can be daunting and the decisions can be overwhelming. That’s where Summit Advisory Group comes in. Whether your goal is saving for retirement, college savings or estate strategy, our personalized services focus on your needs, wants and financial goals and objectives. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. We look forward to working with you through all the stages of your life. Summit Advisory Group takes pride in knowing that we have helped many people pursue the type of financial future they dreamed about. For more information about our firm and our services, please call. We would love to learn more about your goals and dreams. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96313(0717)p