Nudge Capital LLC

SeaCrest Wealth Management ( SWM ), LLC provides wealth management services to Registered Investment Advisors ( RIA's ) throughout the United States. SWM's well respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our clients who are individual RIAs. We believe that the independent, hybrid model focused on fees and commission based services will continue to grow and offer an attractive alternative to wirehouses and larger firms by delivering superior service on a personal level.

Heydorn Capital Management LLC is a West Harrison-based investment advisory firm that specializes in creating personalized financial plans for their clients. With a team of Certified Financial Planners and extensive investment experience, they work as fiduciaries, putting their clients' interests first and providing unbiased advice. Using a financial planner's approach, they develop investment strategies based on their clients' goals and financial situations, utilizing secure cloud-based technology to provide real-time monitoring and tracking of progress. With a focus on building long-term partnerships, Heydorn Capital Management LLC takes clients through a seven-step process that includes initial meetings to understand their needs, collecting data to create personalized financial dashboards, formulating customized plans, and implementing investment strategies. They provide ongoing support and updates to ensure their clients' financial plans remain aligned with their changing circumstances. Generated from the website

Mariner Investment Group is a financial services firm based in Harrison, NY that specializes in alternative investment strategies. With a focus on risk management and capital preservation, the company offers a range of investment solutions for institutional and individual clients. Generated from their business information