Brainard Collections

Brainard Collection Agency is a Cleveland-based firm that specializes in providing a wide range of financial services to families, individuals, family offices, and foundations and endowments. With a focus on innovation and expertise, they offer services such as bill pay, financial planning, tax compliance, risk management, and impact investing. Their client-first approach ensures that each client's unique needs are met, and their team of in-house experts delivers customized solutions to help clients achieve their objectives.

Pathstone is an independently owned and operated wealth management firm that caters to multigenerational families, single family offices, and foundations and endowments. With a comprehensive range of services and a deep understanding of complex needs, Pathstone goes beyond investment management to provide personalized solutions. Their innovative approach allows them to identify opportunities, solve problems, and continuously evolve their offerings, while their team of experts delivers expertly tailored solutions to help clients achieve their goals.

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