AXA Advisors

Newton One Advisors is an independent Life Insurance Advisory firm based in Newark, DE, specializing in risk management, wealth transfer, and business succession planning for affluent clients and their advisors. With a focus on advocacy and independence, they provide tailored financial strategies and services to meet the unique needs of their ultra-affluent and corporate clientele. As a member of the M Financial Group, Newton One benefits from a network of over 130 independent firms, allowing them to offer innovative and customized products that align with the specific objectives of their clients. With a commitment to providing advice and service that they would implement for themselves, Newton One aims to support their clients in navigating the complexities of the ever-changing financial landscape.Generated from the website

Westover Capital Advisors, LLC is a fee-only money management firm. Asset management is what we do. We do not make commissions on the sale of stocks or bonds. Our interest and our client’s are one. We spend our time sweating the details of each and every portfolio selection for each and every cli...

TIFF Advisory Services, based in Wayne, PA, has over 30 years of experience in providing client-centric investment solutions tailored to support the long-term missions of nonprofit organizations. The firm specializes in comprehensive Outsourced Chief Investment Officer (OCIO) services and private market solutions for endowments, foundations, and institutional clients. With a focus on maximizing mission impact and financial stewardship, TIFF leverages deep relationships to source exceptional investment managers who can identify and capitalize on unique opportunities. Their approach includes delivering customized multi-asset class portfolios and specialized investment strategies to meet the diverse needs of their clients. Generated from the website