Ridgeworth Capital Management

Berman Capital Advisors LLC, based in Atlanta, GA, has recently transitioned to Cresset Family Office, offering a comprehensive range of services for high-net-worth families and individuals. With a focus on flexibility and independent wealth management, Cresset provides private wealth management, tax strategies, access to private investments, risk management, and estate planning, among other services. Cresset's shared services platform, recognized with awards, allows clients to access resources and experiences previously available only to multi-billion-dollar families, at a fraction of the cost. Led by founder Eric Becker, Cresset aims to streamline the wealth management experience, ensuring security, transparency, and trust for its clients across multiple locations in the United States.Generated from the website

Apex Pension Strategies Inc, located in Alpharetta, GA, specializes in providing tailored pension strategies designed to align with company missions and enhance financial security for employees. Their comprehensive solutions include plan design, compliance, administration, and consulting, aimed at making retirement benefits clear and motivating for employees. The firm emphasizes the importance of effective communication regarding retirement plans, helping companies explain benefits in simple, understandable terms. Apex's independent voice serves as a valuable resource, ensuring employees grasp the advantages of their retirement plans. Generated from the website

Comprehensive Financial Strategies LLC is a financial services firm based in Alpharetta, GA, specializing in providing personalized financial planning and investment management solutions to individuals and businesses. The company's team of experienced professionals offers a range of services, including retirement planning, wealth management, estate planning, and insurance solutions, tailored to meet the unique needs and goals of each client. Generated from their business information