Halen Capital

Belleair Wealth Management is a fee-only investment and wealth management firm based in Belleair Bluffs, FL. Since 2000, they have been providing a wide range of financial management services to help clients achieve financial stability, security, and independence by making fiscally responsible decisions and disciplined economic choices. Their focus is not solely on accumulating assets, but on understanding each client's unique values, life goals, and plans to develop personalized economic solutions that reflect their definition of true wealth. With a commitment to ethical practices and a client-centered approach, Belleair Wealth Management aims to assist individuals in building a future legacy based on their desired lifestyle choices.Generated from the website

Numerica Mortgage LLC is a mortgage company located in Tampa, FL, dedicated to providing tailored mortgage solutions to meet the diverse needs of their clients. With a focus on customer service and support, they are committed to guiding individuals through the mortgage process with expertise and professionalism. Offering a range of mortgage options, Numerica Mortgage aims to help clients secure financing for their homes. Their knowledgeable team is equipped to assist clients in navigating the complexities of the mortgage landscape. Generated from the website

Katz Capital is a Tampa-based investment firm that takes a patient, value-oriented approach to analytical investing, focusing on the real estate and financial services sectors in strategic locations throughout Florida, Illinois, and the United States. With a multi-strategy investment approach, Katz Capital aims to build consistent returns over the long run, augmenting them with non-capital intensive operations to strive towards wealth creation for its investors. Founded in 2011 by Brian Katz, a seasoned entrepreneur with a background in risk management and banking, Katz Capital has steadily grown under his leadership as CEO. The firm's team includes experienced professionals such as Charles Cleveland, Senior Vice President, who brings a wealth of operations experience from the restaurant industry, and Crystal DiJoseph, CPA, the Chief Financial Officer, who has significant expertise in fund, real estate, and technology management. Together, they work towards managing the firm's portfolio companies and driving revenue while maintaining operational excellence.Generated from the website