Trident Advisors Inc

The Stanley-Laman Group Ltd. is a comprehensive financial services firm located in Berwyn, PA, specializing in tax, estate, business, and investment management for high-net-worth individuals and families. With a unique structure that includes a Financial Planning Group, a Portfolio Management Team, and an affiliated Law Firm, the company aims to provide a coordinated approach to address complex financial needs efficiently. Founded by industry veterans with extensive experience in capital markets and corporate governance, the firm offers a range of services including estate planning, business continuity, and tailored investment management strategies. By integrating financial planning with legal implementation, Stanley-Laman Group strives to deliver superior results in a cost-effective manner, streamlining the planning process for its clients. Generated from the website

Westover Capital Advisors, LLC is a fee-only money management firm. Asset management is what we do. We do not make commissions on the sale of stocks or bonds. Our interest and our client’s are one. We spend our time sweating the details of each and every portfolio selection for each and every cli...

Specialties: We are committed to providing each and every client with the best financial advice available in the marketplace today. Our goal is to achieve this through our commitment to ongoing education and the association with some of the finer organizations and professionals in the industry. We help our clients accumulate and preserve assets by crafting and implementing financial strategies designed to help meet their objectives. Because the situations we work with are complex and varied, ours is a very personalized and tailored service. And because our clients have visions for future generations as well as their own present needs, we work to provide financial independence for today and tomorrow.