Wooton Brothers LLC

Premier Independent Investment Firm We pride ourselves on doing one thing really well: providing objective investment advice that is solely focused on wealth preservation and long-term consistent and reasonable growth for our clients' capital. We manage portfolios for individuals, families and non-profit organizations across the nation. The minimum investment amount for a Clifford Swan portfolio is $1 million. As members of the Investment Advisor Association ( IAA ), we adhere to the highest industry standards and we are registered as an investment advisor with the U.S. Securities and Exchange Commission. Our founder, A.M. Clifford literally invented the term 'investment counselor' when he founded the firm in 1915 ; his protege Philip V. Swan carried that tradition forward. See article, Fiduciary or Suitability, for more background on investment counseling. Clifford Swan Investment Counsel is a team of professional colleagues in partnership with their clients. Our investment process is a collective effort, with substantial internal research from our investment team. A personalized portfolio is designed for you from the investment selections identified by the team. This collective effort results in better management and more informed decisions to achieve your long term goals. "An Investment Counselor... should place himself in a position to consider only his client's best interests to the exclusion of every other consideration.

Epicurious Investments II LLC, located in Pasadena, CA, specializes in offering Gold and Silver IRAs designed to safeguard wealth through precious metals. With over 20 years of combined experience, the company has facilitated the secure investment of more than $1 billion in precious metals for its clients. The firm emphasizes the importance of diversifying portfolios with tangible assets, providing resources and expert guidance throughout the investment process. Clients have praised the knowledgeable and responsive account managers who assist them in making informed decisions about their IRA transitions to precious metals. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Pasadena, CA area, Helen Lee will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.