Alston & Bird

Heritage Capital Strategies is an independent financial services firm located in Westlake Village, CA, specializing in life insurance solutions tailored for business owners, affluent families, key executives, and family offices. The firm focuses on helping clients identify life insurance products and funding scenarios that effectively manage financial risks while allowing for future flexibility. With a commitment to personalized service, Heritage Capital Strategies leverages its affiliation with M Financial Group to ensure proactive reviews of insurance performance. The firm prides itself on its analytical proficiency, underwriting experience, and market access to customize life insurance portfolios that align with each client's unique financial vision. Generated from the website

Jackson DeMarco Tidus Peckenpaugh is a full-service law firm that provides practical legal advice and representation in real estate, common interest subdivision, business and corporate law, employment and construction, litigation, environmental regulation, immigration and intellectual property. The company offers personal advisory services for entity formation, business operations, investments, mergers and acquisitions. It has one of the largest land use and environmental compliance practices in California. Jackson DeMarco Tidus Peckenpaugh s land use attorneys counsel and represent landowners, developers, agricultural businesses, refineries, homebuilders, water companies, energy technology businesses, and real estate and finance companies in local, state, and federal permitting and regulatory compliance. The company provides services to the software and technology, oil and energy, manufacturing, transportation and distribution, finance, agriculture, fitness and hospitality industries. It maintains a location in Westlake Village, Calif.

Welcome to Merrill Lynch in WESTLAKE VILLAGE, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.