Mitchell & Pahl Private Wealth

Vikasa Capital is a diversified financial services holding company founded in 2010, with a global focus on energy transition. Spanning three continents, their integrated platform includes alternative asset management, investment banking advisory, and independent sponsorship, partnering with leading companies in high-growth market segments. With deep sector expertise and industry ecosystem, Vikasa Capital delivers superior value through investments and collaborations, exploring emerging growth markets such as e-commerce in India and analyzing key market insights in energy metals. Their commitment to building a leading financial services business is exemplified by welcoming fintech veteran Nathan Tribble as the new CEO to further their mission.Generated from the website

At Castlepoint Wealth Advisors, we are dedicated to helping enterprising individuals build an abundant life through tailored financial strategies. With a focus on simplifying investment complexities to protect and grow wealth, we cater to clients who are enterprising, ambitious, and purposeful. Our experienced advisors specialize in guiding clients, offering personalized investment strategies crafted to suit individual needs and long-term goals. At Castlepoint, we believe in the power of giving back and actively participating in community initiatives. Trust, transparency, and results drive our client relationships as we strive to create enduring financial success for each individual we serve.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy