Wisdom Financial Management

Lanier Asset Management is a financial services firm based in Louisville, KY, specializing in investment management and wealth preservation strategies. With a focus on personalized client relationships, Lanier Asset Management offers tailored financial solutions to help individuals and businesses achieve their long-term financial goals. Generated from their business information

Guidance Capital, located in Louisville, KY, is a team of seasoned financial professionals dedicated to delivering clarity and confidence to clients through a comprehensive range of services, including investment management and financial planning. With over fifty years of combined industry experience, the firm emphasizes integrity, excellence, and stewardship while striving for personal and professional growth. Committed to helping clients achieve their financial goals, Guidance Capital offers tailored solutions across various areas such as retirement planning, education savings, estate planning, and tax strategies. Their mission centers on guiding clients through the financial journey by facilitating effective planning, performance measurement, and necessary adjustments to ensure goals transform into accomplishments. Generated from the website

Allen Capital Management is a registered investment advisor based in Vancouver, WA, offering personalized wealth management services to clients. Founded by Stuart B. Allen in 2000, the company focuses on disciplined investment analysis, strategic asset allocation, and tailored portfolio management to meet individual financial goals. As a sister company of Allen Trust Company, Allen Capital Management provides independent investment advice without earning commissions from selling financial products. With a commitment to understanding each client's unique financial situation and goals, the company aims to simplify financial planning and help clients achieve long-term success. Generated from the website