Citi Pwm

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

Willow Grove Advisors is an independent wealth management firm based in Berkeley, CA, serving a global client base. With a focus on customized services for entrepreneurs, particularly in the tech industry, they provide wealth management, financial planning, investment management, and portfolio analysis to help clients achieve their financial goals. With a team of experienced professionals, Willow Grove Advisors offers a unique approach to wealth management, combining investment strategy, ongoing monitoring, and a values-based approach to investing. Their expertise and personalized services make them a trusted partner for entrepreneurs, professionals, and families seeking comprehensive financial solutions.Generated from the website

Jockin Financial is a financial services firm based in Berkeley, CA, specializing in personalized wealth management solutions for individuals and businesses. With a focus on strategic financial planning and investment management, Jockin Financial aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information