| Name | Title | Contact Details |
|---|---|---|
Ajay Kattel |
Assistant General Counsel | Profile |
Rafael Petrone |
Deputy General Counsel | Profile |
Pam Landes |
Chief Compliance Officer | Profile |
Kara Hackenburg |
Chief Compliance Officer and Director, Business Risk Management | Profile |
Bob Neitz |
Chief Compliance Officer and BSA Officer | Profile |
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.
Founded in 2012 and headquartered in Austin, TX, Visio Lending is the nations leader in rental loans. We help investors grow their rental portfolios with our laser-like focus, streamlined process, innovative technology, and outstanding team. A strong leadership team backed by decades of experience and a deep understanding of real estate, technology, and finance, led us to become the 100+ employee and 6,000+ loan success we are today. *All loans are originated by Visio Financial Services Inc. Visio Financial Services Inc. is licensed by the California Department of Business Oversight as a California Finance Lender, license number 60DBO-56345.
All World Private Funding is a Carson City, NV-based company in the Financial Services sector.
First National Bank & Trust Co is a Falls City, NE-based company in the Financial Services sector.
Were Seed Money Consulting, an independent, fee-based, financial services company. Were a team of finance professionals passionate about offering high quality financial services at affordable prices to clients of all economic backgrounds; the taxpayers, entrepreneurs, and small businesses of the south Denver area. Seed Money Consulting is passionate about enabling you to achieve growth by allowing you to focus on your operations with confidence, while all financial, accounting, and HR needs are being handled by our highly experienced financial professionals. Our financial experts bring many years of professional experience and education to your corner. WHAT WE DO: ✅Personal and Business Tax Services ✅Financial Planning ✅Financial Consulting ✅Investment Management ✅Strategic Business Planning ✅Short Term Rentals ✅Bookkeeping ✅Accounting Services ✅Retirement Investment Services ✅Employee Onboarding & Payroll ✅HR Services ✅Marketing Services ✅Divorce Planning "CFO IN-A-BOX": A unique package we offer Our consulting services are tailored to your companys size and complexity. This package allows you to pick and choose which services you need for your business from an ‘a-la-carte menu. Our unique, personalized approach to your companys financial needs ensures that you have all the tools, resources, and information you need, and nothing you dont. SOUTH/EAST DENVER AREA WE SPECIALIZE IN: 📌Parker 📌Aurora 📌Centennial 📌Greenwood Village Seed Money Consulting does not sell financial products such as mortgages, insurance, or mutual funds. In accordance with our Code of Ethics, we believe that in order to provide a high-level of independent service, the financial professional should not be incentivized with product placement. 👇To schedule a 15 minute consultation, click the link below👇 https://calendly.com/d/cff-d6v-yqb/welcome-to-smc Seed Money Consulting - Denver, Colorado https://seedmoneyconsulting.com/ financial.services@seedmoneyconsulting.com 720-255.