Clifton Park Capital MNGMT

Sage360 Advisors, based in Albany, NY, specializes in helping families thrive through generations by focusing on family wealth sustainability and family business consulting. They emphasize the importance of fostering growth in financial, human, and social capital to create successful and enduring family legacies. With a deep understanding of the complexities of family dynamics and transitions, Sage360 Advisors guides families in building affinity, seizing opportunities, and preparing for the future. Their collaborative approach aims to create possibilities and ensure the long-term success of family enterprises.Generated from the website

Tolmie Financial, located in Albany, NY, is an innovative financial services firm that prioritizes the success of independent financial advisors through tailored business strategies and comprehensive support. Celebrated for their advisor-centric approach, they offer a range of solutions designed to help advisors thrive in a competitive marketplace, including advanced planning, marketing support, and advanced technology resources. Ranked #1 in Independent Advisor Satisfaction by J.D. Power for twelve consecutive years, Tolmie Financial fosters a partnership culture that focuses on helping advisors realize their vision and achieve sustainable success. Their commitment to client experience and operational flexibility helps advisors transition smoothly to independence, allowing them to deliver exceptional service and grow their businesses effectively. Generated from the website

Manchester Capital Management, LLC began as a private family office that combined the resources of several related families who sought superior, cost-effective investment expertise not available from conventional brokerage firms, banks, or investment houses. Over the ensuing years, we were asked to help an increasing number of non-family clients leading to our registration with the Securities and Exchange Commission in 1993 as a registered Investment Advisor. Today, we have a diverse client base that includes wealthy individuals, families, foundations, endowments, trusts, and corporate retirement plans. Our clients are located across the U.S and throughout the world. We have two offices, one in Manchester, Vermont and a second in Montecito, California. We are owned by the partners and clients of the firm, and have no outside shareholders or corporate parent. Thus, we are free from the conflicts of interest that arise when a corporate firm needs to serve the interests of its shareholders ahead of the interests of its clients. We charge a fee for our services based upon the assets we manage. We receive no commissions or brokers' fees based on transactions. We have neither in-house products nor soft-dollar relationships with money managers that might influence our advice. As a result, our interests are perfectly aligned with those of our clients. We adhere to our role as stewards of wealth, rather than salesmen.