Wealth Stategies Partners

Raleigh & Associates in Sarasota is a trusted financial advisor specializing in retirement projections, college funding analysis, investment recommendations, and estate planning. The firm assists clients in various aspects of financial wealth and welfare, addressing concerns related to their financial well-being with expertise and personalized strategies. Generated from their website's infomation

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.

Mooers Branton & Co, based in Sarasota, FL, specializes in assisting portfolio companies in accessing public capital markets, particularly in the US, Stockholm, and London, serving as equity co-principals. The firm leverages a network of contacts and extensive experience to transform challenges into opportunities through innovative financial solutions. With a strong emphasis on protecting founders and key management, Mooers Branton & Co focuses on companies in growing sectors with positive cash flow and EBITDA, providing strategic finance, mergers, and acquisitions tailored to enhance growth. The firm operates on a performance-based model, ensuring their success is aligned with the long-term success of their portfolio companies. Generated from the website