Habib Advisory LLC

By Managing Wealth by DesignTM, we develop investment strategies, which are unique to each client. We employ tools such as questionnaires and extensive interviews to determine appropriate return expectations and risk tolerances. In addition, we analyze macroeconomic and financial market trends. With this top-down approach, we assess how they may affect individual client portfolios.The Legacy Wealth Distribution Process allows us to assist our clients on how to transfer their wealth to loved ones and preferred charities. We work closely with estate planning attorneys, community foundations and other 501 ( c ) to achieve these objectives.Legacy Wealth Advisors offers no tax or accounting services, although the principal of Legacy is a CPA, PFS. Clients are required to have their own CPA. We often work closely with the client' ; s attorneys and CPA' ; s to forge integrated and cohesive plans.Legacy Wealth Advisors was selected by Goldline Research as one of the leading wealth management firms in Northern California and was featured in Forbes Magazine. The Principal of the firm was also named to the Medical Economics 2006 and 2008 Top 150 Financial Advisors list in the country.

Founded in 1996, APX offers hosted application solutions for power operations. The company provides capacity-based demand response programs in the United States. It serves the energy and environmental markets. APX offers environmental registry and banking services. The company performs wind and renewable power operations. It also offers demand management solutions. The company operates 24 hours a day, seven days a week. Its clients include the Gold Standard Foundation, California Energy Commission and Public Service Commission of Wisconsin. The company s APX MarketSuite system supports scheduling, operations and settlement business processes. APX is a member of the Western Electricity Coordinating Council and the International Emissions Trading Organization.

MW2 Consulting, based in San Jose, CA, is a full-service omnichannel solution partner specializing in e-commerce services. With over 15 years of experience, they provide a comprehensive range of solutions including Shopify and Magento development, user experience design, and digital marketing strategies tailored to various industries. Recognized for their expertise and reliability, MW2 Consulting has successfully collaborated with notable brands to enhance their e-commerce platforms. Their certified team is dedicated to delivering customized, high-performance e-commerce solutions that prioritize customer satisfaction and operational efficiency. Generated from the website