Frederic W Cook & Co

Caldwell Flores Winters (CFW) is a multidisciplinary firm established in 1986, specializing in providing comprehensive facilities planning, financial advisory, and program management services to school districts and municipal entities throughout California. With a focus on student achievement, CFW is known for its innovative approach to developing 21st century learning environments, incorporating educators alongside architects and construction managers in their leadership team. CFW has represented over 250 districts, assisting them in decision-making processes, funding strategies, project management, and securing state aid funding. They also provide data-driven strategies for campaign committees and offer financial advisory services through their affiliate firm, CFW Advisory Services LLC. With a track record of success, CFW has submitted over $1 billion in state funding applications and issued $8.4 billion in municipal debt, serving a diverse range of clients in the education sector.Generated from the website

Relevant Wealth Advisors, based in Mill Valley, CA, is a boutique wealth management firm that aims to redefine the client experience through personalized and comprehensive financial solutions. With over fifty years of combined expertise, their leadership team specializes in serving successful families and their foundations, focusing on trust and confidence in their advisory relationships. The firm's Total Client Model effectively delivers a holistic wealth management experience, ensuring that clients receive customized strategies tailored to their unique needs. By fostering a seamless partnership, Relevant Wealth Advisors seeks to provide clients with the peace of mind they deserve in managing their financial futures. Generated from the website

High net worth private client services, Wealth Management, Investment Strategy and Advisory, Business Planning, Retirement Planning, Asset Protection, Tax Strategy, Estate Planning Strategy and etc.