Michael Yeung - Morgan Stanley

Blue Cove Capital is a leading boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base nationwide. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle through expert capabilities in Wealth Accumulation, Asset Allocation, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning and Risk Management.

We don't start by asking how much you earn. We start by learning who you are. Life is more than money. In fact, money is more than money - because it's wrapped up in our hopes and fears and dreams. That's why we offer a humanistic and holistic approach to financial advice that takes into account the whole you. With honesty, openness, and optimism, we create a plan that's your own True North. Because, at Equitable, a good financial plan starts by knowing who you are. We're on a mission to help people build fulfilling futures.

Doremus & Company, a branding agency, is part of Omnicom Group, a strategic holding company that manages a portfolio of companies worldwide. Its companies operate in the disciplines of advertising, marketing services, specialty communications, interactive and digital media, and media buying services. The firm has three globally known brands BBDO Worldwide, DDB Worldwide and TBWA Worldwide. Its leading United States based advertising agencies include Arnell Group; Goodby, Silverstein & Partners; GSD&M; Martin/Williams; Merkley + Newman; Harty Partners; and Zimmerman Partners. Omnicom s diversified agency services consist of more than 100 companies that provide services in direct marketing consultancy, public relations, promotional marketing and specialty communications. Omnicom s leading media agencies are part of OMG and the group consists of two media companies, OMD Worldwide and PHD Network, as well as several media specialist companies. Doremus & Company maintains offices in New York.