Galvin Haustad and Stein

Vestpointe Wealth Management is a financial services firm based in Scottsdale, AZ, offering integrated investment management, estate planning, retirement planning, and tax consulting services. With a team of experienced CPAs and investment advisors, they provide comprehensive strategies to help clients achieve their financial goals, leveraging their entire financial picture to maximize returns, minimize risk, and reduce taxes. Founded in 2004, Vestpointe Wealth Management takes a navigator compass as their logo, symbolizing their approach of setting sail with a course in mind and adjusting to changes in markets, tax law, and circumstances. Their expertise in all aspects of a client's financial life allows them to develop and execute strategies that align with individual needs and objectives.Generated from the website

Strategic Wealth Advisors LLC is a financial advisory firm based in Scottsdale, AZ, specializing in providing personalized wealth management services to individuals and families. With a focus on strategic planning and investment management, the firm aims to help clients achieve their long-term financial goals. By offering comprehensive financial planning, retirement planning, and investment advisory services, Strategic Wealth Advisors LLC strives to empower clients to make informed decisions about their financial future. The firm prides itself on building strong relationships with clients based on trust, transparency, and a commitment to financial success. Generated from their business information

CKS Advisors, based in Scottsdale, AZ, is a seasoned investment banking firm with over 20 years of experience assisting business owners in navigating ownership transitions and capital raising opportunities. Specializing in leveling the playing field for clients by engaging with institutional buyers and investors, CKS provides expert guidance through confidential transactions to achieve optimal results. With a dedicated team offering senior-level attention to each client, CKS Advisors prides itself on its successful track record of closing transactions across various industries. Recognized for notable accomplishments like the ACG Deal of the Year award, CKS is committed to providing effective processes that enhance the likelihood of desirable outcomes for businesses seeking strategic financial solutions.Generated from the website