Bessemer Trust

Founded in 1984, Brynwood Partners is a private-equity firm based in Greenwich, CT, specializing in control investments in lower middle market companies with enterprise values ranging from $15 to $125 million. The firm's approach emphasizes the importance of operating expertise in creating long-term value, leveraging the extensive experience of its principals who work closely with management teams across a diverse range of industries. Generated from their available business information

Claricity Wealth Planning is set to rebrand as Stratos Private Wealth effective December 1, 2024, signaling a new chapter in its commitment to delivering comprehensive financial planning and investment services. The firm operates as a separate entity from LPL Financial while maintaining a collaborative relationship that enhances client offerings. The company provides personalized investment advice through Stratos Wealth Partners Ltd., a registered investment advisor, while adhering to strict industry regulations. Claricity Wealth Planning emphasizes its registered representatives' ability to serve clients across multiple states, ensuring tailored financial solutions for a diverse clientele. Generated from the website

GreenLife Advisors, based in Harrison, NY, specializes in comprehensive financial planning tailored for diverse families, including first-generation Americans, foreign-born nationals, and members of the LGBTQ+ community. With a focus on providing conflict-free advice and complete fee transparency, the firm aims to empower clients by educating them about the complexities of the U.S. financial system. Understanding that navigating investment strategies and tax implications can be daunting, GreenLife Advisors is dedicated to simplifying the financial journey for their clients. They offer guidance on credit building, wealth management, and compliance with U.S. tax regulations, ensuring families can confidently work toward their long-term financial goals. Generated from the website