Tennyson Wealth Management

Darby Overseas Investments is a subsidiary of Franklin Resources, a global investment management organization. It manages investments and provides pension plans for individuals, institutions, trusts and partnership firms. Franklin Resources offers a variety of products and services, including college plans, education savings accounts, charitable giving funds and tax-related information service. The company has various account services, such as electronic fund transfers and automatic investment and systematic withdrawal plans. Its other investment options include tax-free, founding, growth, and real and total return funds. Franklin Resources also offers global and domestic account-related products and services for high net worth individual and institutional clients. The company provides investment solutions and services under several brand names, including Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas. Darby Overseas Investments maintains a location in Washington, D.C.

The Sterling Group, based in Walnut Creek, CA, is a trusted financial services firm that specializes in managing wealth with purpose. With a team of experienced professionals, including Senior Vice President Juliana Park, who is a CERTIFIED FINANCIAL PLANNER, they provide unbiased advice and help individuals and families navigate the challenges of preserving, sustaining, and transitioning wealth. Their holistic approach and collaborative planning process ensure that clients' short-term needs are aligned with their long-term goals, allowing them to confidently support their lifestyle, family, and community. With a focus on understanding what is most important to their clients, The Sterling Group creates personalized financial plans that provide clarity and structure. They aim to make a meaningful impact by helping clients achieve their goals at every stage of life, today, tomorrow, and for future generations. Their commitment to excellence is recognized by industry accolades, including Forbes Best-in-State Wealth Advisors, and their team's expertise spans various areas, from investment management to operations and administration.Generated from the website