Nicol Investment Co

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website

Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.