Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Dubois-Pike Credit Union is a Jasper, IN-based company in the Financial Services sector.
Las Flores Escrow is a Downey, CA-based company in the Financial Services sector.
Lighter Capital is a fintech company that has created a new fundraising path for early-stage tech companies. We understand that an entrepreneur`s two greatest constraints are time and money, and we`ve developed a funding instrument that solves for both. We provide founders up to $3 million of non-dilutive growth capital in a fraction of the time it takes to raise from traditional sources. Based in Seattle, we`ve invested over $200 million in 650 rounds of financing to over 350 companies across the US.
The Dreyfus Corporation is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about The Dreyfus Corporation, please visit www.dreyfus.com