Capital Financial Group

Grove Point Financial, a subsidiary of Atria Wealth Solutions, is a boutique financial firm based in Rockville, Maryland. With a commitment to personalized service, Grove Point partners with independent financial advisors to help them define their own path to success. By combining a boutique experience with the resources of a large firm, Grove Point provides valuable support and a collaborative environment for financial professionals to thrive. As a female-led company, Grove Point embraces diversity and fosters a warm and inclusive culture. With nearly 40 years of experience, Grove Point has demonstrated a strong commitment to serving financial professionals and offers access to industry-leading resources and expertise. With the backing of Atria Wealth Solutions, Grove Point has the stability and strength to provide a competitive advantage in the financial industry.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Contravisory Investment Management, based in Norwell, MA, has been a trusted partner in wealth management since 1972, offering customized portfolio solutions to both private clients and institutional partners. With over 50 years of experience, the firm prides itself on its depth of expertise, proven performance, and commitment to building long-lasting client relationships through integrity and trust. Dedicated to a comprehensive financial planning approach, Contravisory focuses on understanding each client's unique objectives, values, and passions before developing tailored investment strategies. The firm emphasizes a concierge client experience, delivering regular updates and ongoing communication to ensure steady progress towards their clients' financial goals. Generated from the website