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Gardey is a Saginaw, MI-based company in the Financial Services sector.
Crescent Capital is a New York, NY-based company in the Financial Services sector.
Independent Mortgage Group is a Oak Park, MI-based company in the Financial Services sector.
Spearhead is a boutique financial services firm exclusively focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies.
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and West Palm Beach, Florida.