Evanson Asset Management

Carmel Capital Management LLC is a locally-owned, full-service investment advisory firm based in Carmel, CA. They offer comprehensive investment management and wealth management services for individuals, trusts, pension plans, and charitable and educational endowments and foundations. With a focus on diligence, objectivity, and disciplined portfolio management, Carmel Capital Management has been preserving and growing clients' wealth since 1999. They provide full transparency and independent custodianship for all client portfolios, and their team of professionals, including CFA charterholders, uphold the highest ethical standards and maintain strong relationships with clients, CPAs, and attorneys.Generated from the website

Andresen & Associates, a prominent wealth management firm in Salinas, CA, has been investing in Monterey County for over 30 years. Originally established to oversee the financial affairs of local farmers and ranchers, the firm has evolved under two generations of leadership to provide comprehensive financial advising services to clients throughout the region. With a strong focus on legacy estate planning, retirement strategies, and catering to the unique needs of doctors, Andresen & Associates offers personalized solutions tailored to each client's goals and objectives. Their team, led by founder and CEO Pete Andresen, along with junior partner Eric Andresen and client advocate Karen Andresen, is dedicated to helping individuals and families preserve and grow their wealth for future generations.Generated from the website