Investment Management & Research Inc

SPC Financial Inc. has been one of the leading multidisciplinary financial-planning companies in the United States. Based in Rockville, Md., the company provides several financial products and services, including asset preservation, asset transfer, business planning and investment management advisory services to its clients. Additionally, it renders special financial and estate planning, portfolio management, risk management and succession planning solutions. For more than 40 years, SPC Financial Inc. caters to the business owners, foundations, attorneys, professionals, executives, entrepreneurs, parents, grandparents, domestic partners and widows.

Wealthspire Advisors, founded in 1995 and based in Potomac, MD, is a comprehensive wealth advising firm dedicated to optimizing clients' financial lives. With a team of 370 professionals and $294 billion in assets under management, they offer tailored financial planning and investment solutions for individuals, families, executives, and various organizations. The firm emphasizes a personalized client experience, ensuring that each relationship is built on a thorough understanding of clients' goals and aspirations. Wealthspire Advisors also provides specialized services in areas such as estate planning, charitable giving, and executive compensation, making them a versatile partner in navigating complex financial landscapes. Generated from the website