Fairlead Financial Advisors LLC

Emeritus Investment Management, located in Mill Valley, California, specializes in providing investment advisory services, asset management, and pension portfolio management primarily for wealthy individuals, family groups, foundations, and institutions. The firm's strategy emphasizes integrity and a commitment to excellence, with a focus on prioritizing clients' investment interests for long-term success. Dedicated to fostering strong client relationships, Emeritus Investment Management ensures that all employees understand each client's unique investment needs and objectives. The firm's research is grounded in intellectual honesty, preferring careful, informed decisions over fleeting trends to better serve clients' long-term investment goals. Generated from the website

Raub Brock Capital Management is an independent, employee-owned investment firm based in Larkspur, CA, specializing in constructing and managing high-quality growth portfolios. Established in 1991, the firm focuses on delivering consistent above-market returns while prioritizing personalized service and fiduciary accountability for individual and institutional investors. With approximately $3.22 billion in assets under supervision, Raub Brock serves a diverse clientele, including individuals, families, trusts, retirement accounts, endowments, family offices, and foundations. The firm adheres to a time-tested investment discipline, offering both separately managed accounts and subadvisory services to enhance clients' financial lives. Generated from the website

Gandy Stephen CFP, located in San Rafael, CA, is led by Stephen Gandy, a certified financial planner with expertise in financial and investment consulting, public and private accounting, and insurance advising. The practice offers a range of services including financial planning, estate planning, retirement planning, insurance planning, business planning, executive benefits, employee benefits, and tax planning. Generated from their available business information