Izx Financial & Insurance Solutions

Aspiriant is a leading independent wealth management firm based in Solana Beach, CA, designed for forward-thinking families looking to navigate their financial futures with confidence and clarity. The firm emphasizes a personalized client experience, leveraging a team of passionate professionals who prioritize a tax-conscious and sustainable investment strategy to help clients realize their dreams and legacies. With a wide range of services including wealth planning, investment management, and family governance, Aspiriant focuses on crafting tailored financial plans that evolve alongside clients' lives. The firm prides itself on its ownership model, where approximately one-third of team members have a stake in the business, fostering a culture of commitment and expertise that enhances the wealth management experience. Generated from the website

Fenway Properties, based in Solana Beach, CA, is a real estate investment and management firm that focuses on acquiring and repositioning underperforming assets in markets with strong growth potential across the Western U.S. With over 60 years of industry experience, the company's disciplined approach includes identifying opportunistic situations, investing targeted capital, managing assets aggressively, and harvesting from a position of strength. Fenway Properties benefits from proprietary deal flow and aims to protect investor capital while delivering attractive risk-adjusted returns throughout the real estate cycle. Managed by Larry Jackel and Patrick Tribolet, both seasoned professionals in the real estate industry, Fenway Properties has executed over $2 billion worth of transactions, covering all phases of the real estate business. Larry Jackel, with his background as a successful broker, brings a unique ability to transform assets to suit tenant needs, aligning with the company's buy, fix, sell strategy. Patrick Tribolet, previously with Goldman, Sachs & Co., has extensive experience in real estate investment and management across various markets and product types. With Suzanne Skov as the General Counsel, Fenway Properties benefits from her expertise in legal matters, risk management, and corporate governance.Generated from the website