Katallasso Consulting

Asset Preservation Advisors, founded in 1989 and based in Laguna Hills, CA, is a registered investment advisor specializing in managing high-quality tax-exempt and taxable municipal bond portfolios. With over 30 years of experience, the firm is dedicated to preserving wealth for clients, including registered investment advisors, family wealth offices, and institutional clients. Renowned for their meticulous attention to detail, Asset Preservation Advisors offers tailored investment opportunities that align with specific client preferences and risk tolerances. Their investment philosophy focuses on the preservation of principal, mitigation of portfolio volatility, and maximization of tax-free income through a diverse range of municipal bonds. Generated from the website

Martin Flaherty Consulting is a professional consulting firm based in Laguna Woods, CA. Specializing in providing strategic guidance and solutions for businesses of all sizes, the company offers a range of services to support organizational growth and development. With a focus on delivering tailored recommendations and actionable insights, Martin Flaherty Consulting works closely with clients to address their unique challenges and achieve their objectives. The firm's experienced consultants bring a wealth of knowledge and expertise to help businesses navigate complex issues and drive success. Generated from their business information