Atlas Private Wealth Management
Strives for successful, long-term professional relationships built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
Every Connectus adviser has its own name and roots in its own community. And each is connected through its commitment to providing highly personalized advice that is tailored to your needs. We are also connected through the shared resources, expertise and best practices of the whole. In this way every client enjoys the benefits of a personalized, boutique standard of service enhanced by the resources and operating efficiencies of a larger organization. We’re at our best when we’re connected.
Seeks to build wealth for clients using a patient, time-tested, long-term value investment approach. Personalized, independent advice to help clients achieve their goals and build their financial legacy.
NEIRG’s mission is to help clients maximize their financial independence and build their legacy by providing objective guidance and direction, bringing value through communication, education and exceptional service.
Mid-Continent Capital specializes in comprehensive wealth and portfolio management solutions for private individuals and institutions. Their goal is to preserve and grow the wealth of their clients while maintaining diversification and providing exceptional client service.
Providing long-term investment solutions for individuals, financial advisors and institutions. Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research.
GAVIN Group operates a multi-family office and are registered portfolio managers, with a specialty in wealth management for professional hockey players, athletes and affluent households. GAVIN Group is dedicated to clients, their goals and long-term financial success.
Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice.
Link Financial Services is a holistic financial planning practice which offers tailored services to individual investors, HNW families, family offices, businesses, accountants and self-funded retirees.
Trusted adviser to small businesses and their owners, delivering a broad range of wealth management services including financial planning, investment management and lending solutions, as well as accounting and tax compliance services, business structuring and advice.
Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client’s specific needs and objectives. Key services include financial advice and planning, investment management, family office services, superannuation, estate and family succession planning, insurance advice and liability management.
A fee based, financial planning firm with clients throughout the UK, the Watterson Financial Planning engagement and review service follows a linear approach with all clients.
Trident is an independent, boutique, financial planning and wealth management firm advising individuals, families, and business owners. Providing a holistic, big-picture view, Trident designs bespoke strategies for near and long-term financial aspirations for clients.