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Whittier Trust Company, an independent private trust company, exists to protect, enhance and perpetuate the wealth of its clients. More than three quarters of a century of experience in planning and managing wealth has confirmed the value of a comprehensive and coordinated approach to disciplines that will protect wealth, create asset growth and provide an orderly transition of assets to future generations. WTC serves a limited number of clients. Its client contact officers are responsible for an average of 10 relationships versus the industry average of more than 100. WTC has only one business, meeting the administrative and investment requirements of individuals. Traditional corporate trustees have been adjuncts of commercial banks whose primary focus is money lending. WTC manages assets with a focus on after-tax performance. Most money managers' largest clients are tax-free entities, so their investment strategies typically ignore taxes.

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.

Arroyo Capital Partners is a financial advisory firm based in Pasadena, CA, offering personalized wealth management services to families, individuals, retirees, business owners, and women investors. With over 60 years of combined financial experience, their team of highly experienced professionals takes a thoughtful and disciplined approach to help clients pursue their financial goals and address any blind spots. They provide retirement income planning, asset preservation strategies, guidance for business owners, and assistance with important financial matters for successful businesswomen and entrepreneurs. Arroyo Capital Partners understands that managing wealth is not just about numbers but about what that wealth means to each individual and their loved ones. They strive to connect with their clients on a personal level, enabling them to create customized financial plans and investment strategies that align with their clients' unique aspirations and values. With a focus on building long-term relationships, Arroyo Capital Partners aims to be a trusted financial partner for their clients' life journeys.Generated from the website