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"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Kansas State Bank of Ottawa is a Ottawa, KS-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Hartford First National Bank is a Hartford, AL-based company in the Financial Services sector.
Salem Five Bancorp is the parent company of Salem Five (www`salemfive`com), a mutual institution founded in 1855 which designs and delivers sophisticated retail and commercial banking products and services coupled with smart technology` Salem Five’s products and services all originate from its belief that, with the right tools and expert service, it is possible to make money less complicated and thereby make customers’ lives simpler and easier` Among the first banks in the country to offer online banking, Salem Five continues to innovate, providing banking access wherever its customers need it: online, mobile, ATMs, offices, phone, email and more` Salem Five is one of the largest Massachusetts-headquartered banks with $5 billion in assets and 36 retail branches in Essex, Middlesex, Norfolk and Suffolk counties` Salem Five deposits are insured through the FDIC and DIF` Equal Housing Lender`