Burton Carol Management

We Are One Seven LLC, based in Beachwood, OH, focuses on helping clients build the legacy they desire. Their team of independent financial advisors goes beyond providing performance reports, dedicating time to understanding clients on a deeper level. By creating personalized financial plans tailored to individual interests, families, and long-term aspirations, they ensure that clients' money is aligned with their true priorities. One Seven offers more than just financial insight, aiming to educate clients through workshops and events that cater to their specific goals. Emphasizing the importance of balance in all areas of life, they build relationships based on the seven pillars of wellness, striving to help clients become their best selves. With $5.3 billion in assets under management, a network of 37 advisor teams across 17 states, and a commitment to personalized service, We Are One Seven LLC stands out as a firm dedicated to guiding clients towards achieving their long-term financial objectives. Generated from the website content

Smith International is a company based in Beachwood, OH, specializing in providing innovative solutions in the technology sector. With a focus on research and development, Smith International offers a range of services and products to meet the evolving needs of its clients. Generated from their business information

Vivaldi Capital Management is an SEC registered investment advisor based in Illinois, offering wealth management, investment research, and retirement plan services to clients. With offices in Chicago, Beachwood, San Ramon, Los Gatos, and San Diego, Vivaldi provides comprehensive investment advisory services tailored to individual needs. Committed to delivering personalized financial solutions, Vivaldi Capital Management helps clients navigate the complexities of the stock market, offering expert guidance and strategies to maximize investment opportunities while managing risks.Generated from the website