Edgewater Group

"Retire. Set. Go. As a Certified Financial Planner™, Shane takes the "big picture" approach to include investments, retirement plans, benefits, insurance, income tax, and estate planning as part of your wealth strategy. To do this effectively requires best in class technology and a collaborative relationship with other essential professionals, such as a great CPA and Estate Planning attorney. It is our goal to pull these often isolated professionals together and create an "integrated team" to design the most thoughtful comprehensive plan."

Amherst Advisory & Management LLC, based in Austin, TX, is a real estate investment firm specializing in reimagining residential and commercial properties. With a focus on increasing the supply of affordable, high-quality homes, Amherst renovates existing properties and constructs new homes to provide families with desirable living spaces in well-established neighborhoods. Utilizing a flexible, vertically integrated platform, Amherst offers customized investment opportunities to meet the needs of investors, while also addressing the underbuilt U.S. housing market by acquiring, renovating, and managing single-family homes. Through their innovative approach, Amherst aims to transform properties into passive investment portfolios, creating lasting value for both residents and stakeholders.Generated from the website

Sage Advisory Service Ltd is a leading investment advisory firm based in Austin, Texas. With a team of seasoned professionals, they offer a wide range of strategies including cash management, fixed income, tax-exempt, tactical ETF, and sustainable investing. Their expertise extends to insurance and retirement plans, providing clients with comprehensive financial solutions. Committed to delivering valuable insights, Sage Advisory Service Ltd publishes commentaries, perspectives, and podcasts in their extensive library. As an SEC Registered Investment Advisor, they prioritize client satisfaction and aim to help individuals and businesses achieve their financial goals.Generated from the website