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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.
Hill Country State Bank is one of the leading providers in Financial Services. It is based in Southfield, MI. To find more information about Hill Country State Bank, please visit www.hcsb.com
First Community Credit Union offers over thirty different mortgage loan programs. he rates that we are able to offer our member owners are second to none, but a great rate is only part of the equation. At least as important, if not more important is the
New Enterprise Associates partners with entrepreneurs to turn big ideas and bold aspirations into the products, services and solutions that shape the future. With four decades of investing experience and more than $20 billion in committed capital, we`ve helped build nearly 600 successful businesses, resulting in more than 220 IPOs and 370 acquisitions, across sectors, stages and geographies. We are investors; but we are also technologists, inventors, operators, physicians, researchers, marketers, and yes, even entrepreneurs. We bring these disciplines together under one global fund, united by a shared passion for innovation and a collaborative culture.
Wright-Patt Credit Union is committed to helping people through life. With 30 local Member Centers and access to more than 40,000 surcharge-free ATMs, you have convenient access to your money, wherever you may be. Most residents of the Miami Valley and Columbus are eligible for the great benefits of membership at WPCU. Not only do we invest in our members and their families, we also invest in the communities in which you live.