Nicole Cochrane - Morgan Stanley

We serve multigenerational families, individuals and businesses. Our team has a 'planning-first' collaborative approach. We help you navigate financial decisions to preserve and grow your wealth and meet your unique life aspirations and goals.

Rittmann Capital Management is an independent registered investment advisory firm founded in 1987, dedicated to providing personalized asset management services for individuals, trusts, estates, and corporate retirement plans. With a focus on long-term, tax-efficient investment management, the firm employs a strategy centered on identifying sustainable investment trends to help clients achieve their portfolio growth objectives. Specializing in common stocks of companies with promising earnings growth, Rittmann Capital Management utilizes fundamental investment analysis to make informed decisions throughout various stages of the investment cycle. The firm's approach includes a diverse investment strategy that not only encompasses U.S. equities but also considers foreign stocks, adapting to changes in economic and political landscapes for enhanced growth opportunities. Generated from the website

Schurhoff Norbert W CLU & Associates, based in Orinda, CA, is a team of licensed financial and investment planners and consultants. They offer their expertise to clients seeking financial planning services and are available for appointments upon request. Generated from their available business information