Angel Oak Capital Partners, LLC

Liquid Strategies LLC is an independent investment adviser based in Atlanta, Georgia, offering sophisticated investment solutions to individual investors. With a focus on making portfolios more productive and predictable, the firm provides access to previously hard-to-reach investments typically reserved for institutions and high-net-worth individuals. Founded in 2013 by industry veterans with over 150 years of combined investment experience, Liquid Strategies LLC develops dynamic solutions tailored to income generation, growth, and diversification. Their team of portfolio managers, many of whom have worked together for two decades, delivers timely and insightful commentary to help clients navigate the investment landscape.Generated from the website

B D Solutions Inc, located in Atlanta, GA, has been a trusted partner for firms navigating the complexities of securities regulation and compliance since 1993. The company specializes in providing guidance to start-ups and established broker-dealers, ensuring adherence to industry standards through expert FINOP and compliance services. With a strong commitment to client success, B D Solutions Inc has assisted hundreds of firms in achieving their regulatory objectives. Their dedication to protecting client privacy and data compliance is underscored by their adherence to the General Data Protection Regulation (GDPR). Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations