Silverberg Wealth Management

Horizon Wealth Management is a financial advisory firm based in Westlake Village, CA. Specializing in comprehensive wealth management services, the company assists clients in achieving their financial goals through personalized investment strategies and financial planning. With a team of experienced advisors, Horizon Wealth Management offers tailored solutions to help individuals and families navigate the complexities of wealth management. By providing expert guidance and strategic advice, the firm aims to empower clients to make informed decisions about their financial future. Generated from their business information

Lindsey & Lindsey Wealth Management, based in Thousand Oaks, CA, is an independent, family-operated firm dedicated to providing personalized and integrated financial services tailored to meet the unique needs and goals of its clients. With a focus on long-term relationships built on trust, the firm emphasizes a fiduciary responsibility that prioritizes clients' best interests through objective financial planning. The firm specializes in comprehensive financial management for high-net-worth individuals, retirees, and business owners, offering a wide range of services including estate planning, tax coordination, retirement planning, and investment management. By acting as the quarterback of clients' financial teams, Lindsey & Lindsey ensures seamless collaboration with other trusted advisors to create effective and cohesive financial strategies. Generated from the website

SpecialtiesETF Portfolio Management (ETF PM) is a revolutionary financial advisory firm that specializes in rules-based investing and risk control. We customize active and passive investment portfolios at an ultra-low-cost. ETF PM created investable benchmark portfolios in order to provide strategic indexing that maximizes client value. The strong performance and material fee savings from these core multi-asset class solutions presents an important starting point for all investors. In addition, we manage absolute return strategies that broaden diversification and reduce risk. Our active strategies delivered gains in the crash of 2008, with strong long-term performance.