Ascension Wealth Partners LLC

Gemmer Asset Management LLC, established in 1992, is a registered investment advisor based in Walnut Creek, CA, dedicated to providing high-quality and unbiased investment management services to the Bay Area community. With over 100 combined years of experience, the firm prides itself on building strong partnerships with financial advisors, enabling them to effectively support their clients through sound investment strategies and comprehensive back-office assistance. The company utilizes a rigorous, research-driven investment philosophy that incorporates modern portfolio theory and tactical asset class shifts, ensuring a high level of customization and personalized attention for both advisors and their clients. As a wholly employee-owned firm, Gemmer is committed to fostering relationships that prioritize client needs and deliver effective financial solutions. Generated from the website

Blume Capital Management, founded by Jim Blume in 1993, offers investment advisory and financial planning services with a focus on a disciplined long-term approach to asset growth and protection. The firm prides itself on providing personalized financial counsel in a non-institutional setting, emphasizing value-oriented, research-driven investing to navigate volatile markets. With decades of investment experience, Blume Capital aims to build enduring relationships with its clients, prioritizing clear communication and understanding of individual goals. The firm is dedicated to acting in its clients' best interests, helping them focus on what matters most in their financial lives. Generated from the website