Sulzberger Capital Advisors

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Weston Financial Advisors is an independent financial planning and wealth management firm based in Weston, FL. Our goal is to tailor comprehensive financial services to each client’s unique needs, wherever they are in life. By combining our passion for helping with our extensive experience, our mission is to serve as an essential partner on which clients can rely for honest advice, unbiased recommendations, and trusted guidance. We enjoy building close relationships with clients and empowering them to take control of their financial lives and pursue their financial dreams.

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.