Spiegelman Wealth Management

Presidio Financial Partners is an independent firm that offers wealth management and corporate finance services. The company specializes in providing financial advisory services to entrepreneurs and their families. Its principal investing group, Presidio Investors, provides flexible investment capital. The company s corporate advisory group, Presidio Merchant Partners provides strategic and financial advisory services, including mergers and acquisitions. Its personal wealth advisory group, Presidio Wealth Management represents individuals, families and their charitable entities and provides financial advice. Presidio Merchant Partners executes private placement services for emerging growth companies with revenue from $20 million to $200 million. Founded in 1997, the company s staff specializes in minority investments in privately held and publicly traded companies.

RCM is an international asset management organization with a United States office in San Francisco. The company has three main divisions or areas of specialization: institutional clients, private client group and consultantant relations. The institutional clients group employs a disciplined, globally integrated investment strategy that uses active, bottom-up stock selection methods to uncover high-quality growth companies in which to invest. The private client group focuses on the retention and anticipated growth of the individual s assets, as well as counseling that individual regarding intelligent investment strategies. The consultation relations team is structured to provide value-added insight concerning the broader implications of an investment product or strategy on desired results of investor portfolios. It also provides timely investment.

Meritas Wealth Management LLC, located in Larkspur, CA, specializes in creating personalized financial plans that help clients realize their hopes and dreams. The firm emphasizes a collaborative approach, guiding clients through the complexities of financial planning while ensuring they feel informed and confident in their investment strategies. Targeting executives and individuals who value a tailored financial experience, Meritas focuses on understanding each client's unique needs and preferences. Their commitment to peace of mind allows clients to explore various options and choose the best path for their financial future. Generated from the website