Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.

• Planned annual portfolio review appointments. • Organized two hundred life insurance policies separating the active accounts from inactive accounts. Contacted inactive policy holders for further assessment.

At The Kelley Financial Group, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the many challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction! 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. For a list of states in which we are registered to do business, please visit http://www.thekelleyfinancialgroup.com/

In this internship, I analyzed and organized year-long data into annual reports sent out to clients. I did this by creating charts and data tables to calculate each client's net worth in a way that is easy for clients to understand. I also verified accounting documents.

We are a financial services firm servicing individuals and small businesses. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Pustover Financial Services are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Bishop Financial Advisors is an Independent Financial Planning Firm that helps their clients achieve Financial Independence by utilizing comprehensive planning and tax strategies, cutting-edge technology and alternative investment solutions. Unlike many brokerage firms, we find true value in establishing a personal relationship based on what is most important to you and will stop at nothing to serve you with sincerity and honesty. Securities and advisory services offered through LPL Financial, member http://www.finra.org/, http://www.sipc.org/, and a Registered Investment Advisor. LPL and Bishop Financial Advisors are separate and unrelated companies.

D'Angelo Financial Services, LLC I offer Comprehensive Financial Planning. Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. D'Angelo Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Services Advisors, Inc.

Balanced Financial Concepts is an independent financial planning and investment advisory firm located in Solon, OH. Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Balanced Financial Concepts LLC is not affiliated with Cetera Advisors.

PK Financial Group Inc. is an independent Financial Services firm committed to helping corporations, institutions, and business owners pursue their goals to help create and maintain defined contribution and defined benefit programs tailored to their specific needs. We also offer a wide range of financial products and services to individuals and plan sponsor participants with individual wealth management. We believe we can help you identify your goals and make sound decisions to reach them by allowing us to perform a comprehensive analysis.

Adria works on comprehensive wealth management plan design ensuring that we are providing significant value to our clients. She is also involved in the investment management process, business development, and client relationship management.

Integrated Wealth Management Inc. is in the business of designing innovative strategies for business owners and professionals . With the help of our great clients Integrated Wealth Management, Inc. has recognized the challenges facing every busy person who desires to be financially proficient. As a result we have learned that people want simple, clear and effective strategies that will work under almost any economic or business environment. We developed the “Integrated Process” and the “Success Blueprint,” to help clients identify "dangers, opportunities and strengths"​ in their business and personal lives. We specialize in helping clients integrate, grow and protect their resources for the "second-half"​ of their lives which many call "retirement"​. Retirement should be the exciting, "second-half"​ of significance and legacy.

We're Harry and Grant Butson, financial professionals in Sewickley. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (412) 368-5929. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, VA, WA, WV. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org. Investment advise offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners is a separate entity from LPL Financial. 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.