Deependra Logani - Morgan Stanley

Axcelus Financial, a leader in the private placement market, specializes in innovative and customized insurance-based solutions designed to help high-net-worth individuals and institutional clients grow and preserve their assets. With over 30 years of experience, the firm focuses on providing personalized support and refined investment strategies that enhance long-term financial stability. Core offerings include Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA), which serve as flexible wealth planning tools aimed at tax-efficient investing and facilitating wealth transfer. Axcelus Financial is renowned for its commitment to delivering purpose-driven insurance-based investment solutions that augment investors' portfolios and improve after-tax net performance. Generated from the website

Logan Capital Management is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission, adhering to the Investment Adviser Act of 1940. The firm provides wealth advisory services, offering a well-rounded team of professionals strategically representing territories throughout the United States. Focused on managed accounts and business development, Logan Capital emphasizes tailoring financial strategies to meet client needs. Its reputation for independent operation ensures that the services offered cater directly to the interests of each client without affiliations beyond its own structure. Generated from the website

Experience, intellectual capital and dedicated personal service to help you meet your life goals