Glass, Lewis

Moss Adams is a prominent firm based in San Francisco, California, offering a wide range of services across various industries, including aerospace, healthcare, technology, and financial services. With expertise in accounting, assurance, tax, and advisory services, the firm is dedicated to helping clients navigate complex business challenges and achieve their strategic goals. The firm also specializes in areas such as environmental social governance (ESG), wealth management, and technology consulting, providing tailored solutions to meet the unique needs of its diverse clientele. Moss Adams is recognized for its commitment to excellence and innovation, making it a trusted partner for businesses seeking growth and sustainability. Generated from the website

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey. With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning. Generated from the website