Royal American Group

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

DBK Financial Counsel is a fee-only wealth management firm based in Cuyahoga Falls, Ohio, offering personalized and independent financial advice to successful business owners, executives, professionals, and families. With a focus on building relationships and understanding clients' goals, DBK Financial Counsel combines their experience and resources to provide exceptional investment management, tax planning, and estate planning services that empower clients to achieve peace of mind. Founded with the goal of delivering specialized, personal service and objective advice, DBK Financial Counsel distinguishes itself from large financial institutions by prioritizing personalized attention and avoiding conflicts of interest associated with commissions. As a result, clients can trust that their financial well-being is the firm's primary concern, making DBK Financial Counsel an ideal choice for those seeking a trusted partner in managing their wealth.Generated from the website