Primerica

Financial planner in Los Angeles, California - Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Offit Capital is a Los Angeles-based investment firm led by a team of experienced partners, including Brian Kaufman, Jonathan Davidson, and Rick Bloom. The firm focuses on delivering strategic investment solutions tailored to meet the diverse needs of its clients. With a commitment to excellence, Offit Capital leverages the expertise of its team and its experts in residence to navigate the complexities of the investment landscape. The firm aims to foster long-term relationships while driving growth and value for its clients. Generated from the website

Kingswood Capital Management, LP is a Los Angeles-based private equity firm specializing in the lower-middle market. With a team of experienced professionals, they excel in navigating complex situations and providing innovative solutions through their flexible capital and creative structures. With an in-house operating capability and a vast network of industry contacts and resources, Kingswood Capital Management partners with management teams to enhance value and drive proprietary deal flow, making them a trusted and operationally focused player in the private equity landscape.Generated from the website