Waddell & Reed

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Wellspring International Capital, situated in Tracy, CA, is a distinguished financial establishment dedicated to providing a wide range of wealth management services, investment solutions, and asset management options. Catering to a diverse clientele including individuals, businesses, and municipalities, they specialize in offering comprehensive financial planning, tailored portfolio advisory strategies, thorough investment research, and customized support to help clients achieve their unique financial objectives. Drawing on their extensive expertise, Wellspring International Capital excels in guiding clients through intricate financial landscapes, offering meticulous analysis and individualized care to ensure informed decision-making. At Wellspring International Capital, a stronghold of financial prudence and innovation, clients benefit from a balanced approach that emphasizes thoughtful risk management alongside opportunities for growth, asset protection, and efficient financial resource transfer. While maintaining a global perspective, the institution upholds a strong sense of community engagement, striving to deliver attentive, impactful, and objective-driven financial solutions to meet the diverse needs of their clientele. With a commitment to excellence and a client-centered ethos, Wellspring International Capital stands out as a trusted partner in navigating the complexities of the financial world, providing reliable support and strategic guidance for long-term financial success. Generated using this brand's available information

At Capitol Wealth Management, we are passionate about your success. We view your entire financial picture from a wide angle lens, address all aspects of your plan, and utilize our diverse experience to help you with growth, preservation, and legacy planning. We are a unique, independent advisory firm ready to help you and your family plan for tomorrow. Contact us to learn more about how working with an experienced professional can benefit you.