Peachtree Partners

The Henne Financial Group is a comprehensive wealth management firm based in Scottsdale, AZ. With over 30 years of experience, their team of professionals is dedicated to helping clients grow and preserve their investments, specifically focusing on retirement planning and income disbursement strategies. They offer custom planning, transition support, and active management to ensure clients can retire with confidence. At Henne Financial Group, transparency and education are key. They provide clients with the information and tools they need to make informed decisions about their financial future. Through ongoing communication and quarterly meetings, their team works closely with clients to track progress and ensure they are on track to achieve their retirement goals.Generated from the website

Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Scottsdale, Ariz., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services. The firm caters to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 outlets in 42 countries. Morgan Stanley Smith Barney LLC has membership with (SIPC) Securities Investor Protection Corp.

Valley Ventures is an institutionally funded venture capital partnership with $85 million under management. The general partner is a team of experienced venture capitalists and managers dedicated to the achievement of superior investment returns by investing in and assisting emerging growth companies in the greater Southwest. In addition to providing capital to growing companies, Valley Ventures assists management in strategic planning, management development, accessing key industry experts and advising on capital formation events. Valley Ventures has offices in Phoenix and Albuquerque.