| Name | Title | Contact Details |
|---|
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Royal Bank America is a Narberth, PA-based company in the Financial Services sector.
Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 18,000 professionals worldwide, over 2,000 global partners, and a presence in over 500 locations in more than 170 countries worldwide. In the U.S., Andersen has more than 2,000 personnel located in 24 cities across the country.
The Players Company is a collective of professional athletes, investors, and entrepreneurs aimed at empowering our community to build generational wealth through education, access, and partnerships.
Swedish American State Bank is a Courtland, KS-based company in the Financial Services sector.