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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Aston Asset Management is one of the leading providers in Financial Services. It is based in Milton, NH. To find more information about Aston Asset Management, please visit www.astonasset.com
The name Validus means “strong, healthy, well” and reinforces our unwavering commitment to the immediate and ongoing financial strength, wellness, and confidence of our clients. We care deeply about the well-being of each client we serve – collaborating as stewards to help manage complexities and propelling the accomplishment of unique and evolving goals through comprehensive advisory, wealth management, private fund and bespoke family office services. Most importantly, we firmly believe that trust is the cornerstone of all strong and healthy relationships – earned through transparency and the relentless pursuit of our clients` best interests. At Validus Capital, we understand that trust is the foundation of all successful relationships, and we are committed to earning that trust by always operating with integrity, aligning all we do with our fiduciary guidelines and committing our dedicated team to deliver a world class service platform.
At Signature Associates, our property managers are focusing on finding more efficient operating procedures to offset declining revenues from leases. The opportunities that a large portfolio of properties presents are being bundled to increase service
FS Investments is a leading asset manager dedicated to helping individuals, financial professionals and institutions design better portfolios. The firm provides access to alternative sources of income and growth and focuses on setting industry standards for investor protection, education and transparency. Our thoughtfully designed solutions combine differentiated strategies, top institutional managers and investment structures tailored to our investors` needs. We manage a growing suite of funds designed for financial advisors, individuals and institutions to achieve a variety of financial goals. FS Investments is headquartered in Philadelphia, PA with offices in New York, NY, Orlando, FL and Washington, DC.