Havener Capital Partners

Slocum Gordon & Co. LLP is a Newport, Rhode Island-based investment management firm founded in 1978 by Jeffrey L. Gordon and John J. Slocum Jr. With a collective 50 years of investment experience, the firm specializes in portfolio management, trust and estate services, and client-focused financial strategies. The company is led by a team of seasoned professionals, including portfolio managers and compliance officers, who bring diverse backgrounds in finance, law, and operations. Slocum Gordon & Co. is dedicated to serving individual and endowment clients, ensuring a comprehensive approach to their investment needs. Generated from the website

Independent Financial Partners is a financial services firm based in Newport, RI. Specializing in wealth management and investment strategies, the company offers personalized financial planning services to individuals and businesses. With a focus on providing tailored solutions to meet the unique needs of each client, Independent Financial Partners strives to help individuals achieve their financial goals and secure their financial future. Generated from their business information

Richard C. Young & Co. Ltd. is a financial advisory firm based in Naples, FL and Newport, RI, recognized by Barron's as one of the top independent financial advisors in the nation for thirteen consecutive years. Founded in 1989, the firm focuses on helping clients manage their investments with an emphasis on dividend and interest-paying securities, aiming to alleviate the emotional stress of day-to-day investing. As a fee-only financial advisor, Richard C. Young & Co. Ltd. prides itself on offering conflict-free investment advice, with all decisions made by an in-house team of experienced professionals. The firm is committed to crafting personalized portfolios for individuals, families, and small businesses, utilizing a global investment strategy that prioritizes steady cash flow and minimizes unnecessary fees. Generated from the website