BlackRock

Gottesman Co is a well-established mergers and acquisitions firm based in Ashland, MA, with over 39 years of experience in the industry. They specialize in helping clients sell their companies or acquire new ones, catering to a wide range of industries including building construction, healthcare, manufacturing, technology, transportation, logistics, and service businesses.Generated from the website

Westwood Holdings Group Inc. is an investment management firm headquartered in Dallas, Texas, specializing in providing a range of services to institutional investors, private wealth clients, and financial intermediaries. The company offers various investment solutions, including U.S. Value Equity, Multi-Asset, Energy, and Alternatives, as well as wealth management and financial planning services. With a commitment to corporate responsibility and ESG principles, Westwood Management Corp. emphasizes sensible fees and tailored solutions for their clients. The firm also provides insights through blogs and articles, helping investors navigate the financial landscape effectively. Generated from the website

At The Wellesley Group, we strive to cultivate long term relationships with the households that we have the pleasure to serve. When it comes to how we deliver value, we use a holistic approach to make sure that each unique base is covered. Through our relationship with Raymond James Financial, we are able to utilize boutique investment managers that offer solutions to unique client needs. Our investment team performs research on each option, which allows us to tailor a portfolio specific to each client we serve. As a team, we leverage modern techniques to formulate a financial plan that fits our clients needs.