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Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

Founded in 1992, Affinity Investment Advisors LLC is an independently owned registered investment advisor located in Newport Beach, California, specializing in publicly traded equity markets. The firm employs a systematic investment approach that is both repeatable and scalable, focusing on providing superior long-term performance and exceptional client service. Affinity offers a range of U.S. equity strategies, as well as international and global equity options, catering to a diverse clientele that includes corporate pension plans, public pension funds, endowments, and high net worth individuals. With a team of experienced professionals, the firm is committed to integrity, collaboration, and earning the trust of all its stakeholders. Generated from the website

Capital Reserve Advisors Inc is a financial advisory firm based in Newport Beach, CA. Specializing in capital reserve planning, the company offers strategic guidance to clients seeking to optimize their financial resources. With a focus on long-term financial sustainability, Capital Reserve Advisors Inc assists clients in developing tailored strategies to effectively manage and grow their capital reserves. The firm's expertise lies in providing comprehensive financial solutions to meet the unique needs of each client. Generated from their business information