C, S & W Investment Co

KLT Investments is a reputable financial firm based in Oakland, CA, specializing in providing a range of investment services to clients. With a focus on personalized financial planning and strategic investment management, KLT Investments aims to help individuals and businesses achieve their financial goals. Generated from their business information

HistoryIn 2013 three experienced wealth managers, with more than 60 years experience between them, formed Marin Wealth Advisors to better serve Bay Area families and businesses with expert financial planning and investment management. We are now eight advisors serving clients throughout California and beyond. Marin Wealth Advisors is a Fee Only Registered Investment Advisor and Fiduciary.SpecialtiesExpert Financial Planning and Investment Management for Individuals, Families and Businesses. Please contact us for help with Your Company Stock Plan, 401k Investments, Retirement Planning, Education Planning, and Estate Planning.

Strategy Squad is a wealth management firm located in Oakland, CA, focused on supporting financially successful women and conscious investors in securing their financial futures through values-driven investments and guidance. With a fiduciary team boasting generations of expertise, they emphasize socially responsible investment strategies that align with their clients' social justice values. Led by founder and CEO Nicole Middleton Holloway, Strategy Squad specializes in helping clients, particularly new inheritors of wealth and female professionals, take ownership of their financial futures while prioritizing community and environmental impact. Their services range from asset management to comprehensive financial planning, ensuring that clients' investments are both competitive and ethically aligned. Generated from the website