David J Papandria CPA

St. Germain Investment Management, a privately owned firm based in New England, celebrates a century of providing financial management services with a focus on client interests. Founded in 1924, their enduring commitment to trust and integrity has spanned generations, offering personalized investment strategies tailored to individual goals and circumstances. With a philosophy centered on client relationships as the cornerstone of their success, St. Germain Wealth Management Group navigates the complexities of investing as a collaborative journey, emphasizing open communication and a steadfast dedication to guiding clients towards their financial aspirations. Positioned to continue their legacy for another hundred years, the firm's approach blends experience, knowledge, and a deep-rooted belief in the importance of understanding each client's unique story and objectives.Generated from the website

Founded in 1989, SCM Advisors is an independently operated investment management firm located in San Francisco. The firm provides investment management services to foundations, endowments, corporations, public funds, multi-employer plans, private clients and high-net-worth individuals. SCM utilizes an active, bottom-up, research-intensive approach to portfolio management. Its 50-plus investment managers oversee approximately $10.3 billion in assets for the company s international client base. The company offers a variety of equity and fixed-income investments, such as cash management, tax-advantaged, small/large cap, tax-sensitive and earnings-driven investments.

Soeder & Associates, a boutique law firm based in Hartford, CT, has specialized in municipal finance for over 40 years, providing trusted counsel in tax bond disclosure and innovative financing solutions. Founded by Lisa Soeder and Ernie Lorimer, the firm built a reputation for excellence and collaboration, forming lasting relationships with clients and colleagues alike. After nearly 25 years of operating their own firm, the founders have made the bittersweet decision to close Soeder & Associates and pursue new adventures, confident that their clients will be in capable hands with experienced professionals in the industry. Their legacy of strong partnerships and commitment to public service remains a guiding light for those they leave behind. Generated from the website