Sloan Wealth Management

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Palm Tree, established in 2010 by Pardis Nasseri, is a leading provider of integrated investment banking and financial consulting services based in Dallas, TX. Specializing in strategic events such as mergers, acquisitions, and growth initiatives, Palm Tree serves private equity firms, business operators, and management teams with a team boasting extensive experience in private equity, accounting, and investment banking. With a focus on industries like automotive, healthcare, and technology, Palm Tree leverages its expertise to drive value creation, minimize business disruption, and visualize opportunities for its clients. The firm's nationwide presence and global reach ensure comprehensive support for clients on a wide range of transactions, transitions, and transformations.Generated from the website

Global Wealth Advisors, based in Lewisville, TX, is a financial services firm dedicated to providing personalized wealth management, estate planning, and tax reduction strategies for affluent individuals and business owners. With a specialized focus on high-net-worth clients, their team offers a comprehensive 3P planning approach that adapts to the evolving needs of clients as they build families, prepare for retirement, and manage business growth. The firm prides itself on cultivating strong relationships with clients, ensuring a collaborative environment where financial aspirations can be pursued with confidence. Their services encompass risk management, retirement planning, and assistance to loved ones, all tailored to deliver a customized financial roadmap for each client. Generated from the website