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FeeOnlyWealthManagement is a Old Tappan, NJ-based company in the Financial Services sector.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Granite Group Advisors is a Wilton, CT-based company in the Financial Services sector.
National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society. NPT provides philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations through the use of donor-advised funds and supporting organizations. NPT was founded in 1996. Since that time, we have made more than 200,000 grants totaling $5 billion to charities all over the world. We have raised $10 billion in charitable contributions and currently manage $6.2 billion in charitable assets. We rank among the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known experts in philanthropy, government and business.
Vanguard Credit Union is a Rossburn, MB-based company in the Financial Services sector.