Wealth Management
Marine Scientist
a new professional science journal of The Institute of Marine Engineering, Science and Technology. The quarterly marine journal has been researched and written by individuals with a wealth of experience in the maritime field. It makes essential reading for those working in marine science and technology disciplines including oceanographers, marine chemists, geoscientists, hydrographers, ecologists, marine management and policy markers.
www.imarest.org
Alder Financial Group
Fee-only registered investment advisor providing wealth management and investment advisory services for individuals, corporations and retirement plans throughout the Southeast.
alderfinancial.com
Solomon Integrated Wealth Management System
Offers financial calculator for wealth managers and the technology professionals.
www.osabainc.com
Bank of Hanover
Includes investment, trust, wealth management, insurance, and leasing services. Also has bank news, a kids corner, and community spotlight.
www.bankofhanover.com
Norgard
Chartered accountants and wealth management services including taxation, financial consulting throughout Australia.
www.norgard.com.au
Bank SA
Offers a range of financial products, wealth management, branch locator, business packages, and company details.
www.banksa.com.au
Milvus Software Limited
Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
www.milvussoftware.com
Netwealth Investments Limited
Online investment solutions, research, and wealth management. No up front or entry fees.
www.netwealth.com.au
Web500 CMS Professional
Web Content Management platform built on Microsoft .NET offers a rich user-friendly, multilingual user interface with a wealth of tools for content production and maintenance.
www.web500.com
Ellington Smith, LLC
Wealth and private portfolio management.
www.ellingtonsmith.com
BMO Harris Private Banking
Provides high net worth Canadians with North American wealth management services.
www.bmoharris.com
Schnieders Capital Management, LLC
Provides wealth management for individuals, families and corporations.
www.schniederscapital.com
FirsTrust
Provides fee-only private wealth management services.
www.firstrust.org
Zero Alpha Group
Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
www.zeroalphagroup.com
Christopher Street Financial
Firm providing wealth management in the United States. Profiles of employees and clients, services offered, and related news.
www.christopherstreet.com
Paradigm Financial Advisors, LLC
Fee-only investment advice, wealth management and estate planning.
www.pfaCLIENT.com
Gluskin Sheff and Associates
Wealth management for high net worth individuals.
www.gluskinsheff.com
Our Family Manager
Provides wealth management, investment advice and financial planning.
www.ourfamilymanager.com
St. George Bank
Regional Australian bank offers commercial, personal, wealth management solutions, and banking services.
www.stgeorge.com.au
Zone Alliance
Specializes in investment banking, wealth and fund management. Features market reports and news.
www.zonealliance.com
Oxford Financial Group, Ltd.
Offering fee-only, financial and investment advisory services, and wealth management for families, individuals, and institutions.
www.ofgltd.com
Integrated Decision Systems
The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
www.idsnet.com
AMG Guaranty Trust, N.A.
Wealth management firm catering to the investment needs of North America's wealthy families and business executives.
www.amg-trust.com
Bendigo Bank
Offers rewards, loan calculators, online share trading, wealth management, and comments. Community bank with its headquarters in regional Australia.
www.bendigobank.com.au
Gil Oren - RBC Investments
Offers private wealth management, retirement planning, stocks, bonds and managed products. Toronto, Canada
www.giloren.com
Belize Coastal Zone Management Authority and Institute
This Coastal Zone Management Authority and Institute (CZMAI) website is intended to advise, educate and promote action on your part to become involved in the management of Belize's wealth of coastal resources.
www.coastalzonebelize.org
Troika Dialog
Brokerage and investment company offering securities trading, investment banking and wealth management services. Offices in Russia and USA.
www.troika.ru
ACS Financial Advisors
Fee-only financial and wealth management firm.
www.acsadvisors.com
Bessemer Trust
Offers wealth management services to high net worth individuals and select institutions.
https://www.bessemer.com/WebSite/PageLoad.asp?PageKey=WelcomeToBT
i-Wealthview
Wealth management system for increasing customer acquisition, retention and profitability.
www.i-wealthview.com
Pinnacle Investment Management, Inc.
Fee-only investment advisory firm that provides wealth management, retirement and financial planning.
www.pinnacle-investment.com
Common Wealth Realty Advisors, Inc.
Provides fiduciary investment management for institutional investors. Manages properties across the US. Based in Chicago.
www.commonwealthrealty.com
Philippa Huckle Group
Providing focused wealth management strategies.
www.philippahuckle.com
Fincentric Corporation
Makers of i-Wealthview(tm), a wealth management software solution that includes core banking, Customer Value Management(tm), data aggregation, Internet & wireless financial portals and full multi-channel support.
www.fincentric.com
Gerstein, Fisher & Associates, Inc.
Fee based investment management firm located in New York. Wealth management strategies and a full line of financial planning services.
www.gersteinfisher.com
Financial Resources to Wealth
Provides debt restructuring, estate and retirement planning, and budget management.
www.resourcestowealth.com
Robert W. Baird
Investment banking and wealth management firm servicing clients in the U.S. and Europe
www.rwbaird.com
Main Street Research LLC
Provides investment and wealth management expertise to a limited number of individuals and institutions through a fee-based arrangements.
ms-research.com
InvestAhead
Wealth management software for IFAs and other finance professionals.
www.investahead.co.uk
Smith Elliott Kearns & Co.
Regional accouting firm serving south cental Pennsylvania, western Maryland, northern Virginia, and the panhandle of West Virginia, and providing auditing and accounting services, business valuations, and estate planning and wealth management.
www.sek.com
Ross L. Marino CFP
Providing portfolio and wealth management services.
www.rossmarino.com
Smith Capital Management
Wealth advisory firm specializing in assisting individuals, foundations, and corporate institutions.
www.smithcap.com
Lombard Odier
One of the largest independent Swiss private bankers, specialized in private wealth management, institutional asset management and mutual funds. Present in thirteen countries, Lombard Odier was founded in 1798.
www.lombardodier.com
ClearPath Capital Partners
Private wealth management.
www.clearpathcapital.com
Wealth24.com
Directory of luxury shopping and wealth management. Includes categorization by country.
www.wealth24.com
Incom
Incom provides wealth management software and systems for personal and business investors.
www.incom.com.au
Phoenix Wealth Management
Provides life insurance and wealth management products and services throughout the USA. Products are designed and manufactured specifically for the affluent and high net worth.
https://www.phoenixwm.phl.com/public/index.jsp
Hocking Denton Palmquist,
A certified CPA firm specializing in accounting, tax, audit, information systems and wealth management services.
www.hdpcpa.com
MSTools
Offering wealth management software. Tracks cash flows, share trading, income and expenditure.
users.tpg.com.au
The Abacus Financial Services Group
Provides a range of private and corporate client wealth management services.
www.abacusglobal.com
Programmes for Wealth International
Research and guidance on offshore funds, plus investment management guidance and market summaries.
www.progs4wealth.com
Progress Bank Financial Group
Offers personal banking services, online banking and wealth management. Features news and market watch services.
pbfg.de
Elysium Wealth Management
Personalized investment strategies designed to meet the wealth objectives of you and your family.
www.elysiumwealth.com
Highmount Capital, LLC.
An independent, multi-family office providing strategic wealth management for wealthy individuals and their families.
www.highmountcapital.com
Watt Carmichael
Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
www.wattcarmichael.com
The Legacy Group
A philanthropic services organization that helps with wealth, grant and foundation management needs. Description of services, business profile, news, contact information.
www.philanthropyatwork.com
Wealth Management Software
Supplies retail wealth management, institutional investment and property management software.
www.wms-plc.com
LEAP Systems Inc.
Offers a financial management and wealth creation system.
www.leapsystems.com
RJS Private Wealth Management
Canadian hedge fund consultants, committed to educating Canadian investors on hedge funds and alternative investment strategies. RJS manages assets for high net-worth individuals and institutional clients.
www.rjsinvestments.com
NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
www.northstar.com
Petersen Hastings Investment Management
Focused on the management of wealth for established individuals, foundations, and trusts.
www.petersenhastings.com
CIJ America
Computer Institute of Japan, Ltd. (CIJ) is an independent software company providing quality service since 1976. CIJ provides service in all aspects of software development and sales such as software localization, manual translation and publishing, advertisement media creation, sales and user support. CIJ's wealth of expertise from years of software management within the Japanese market, allows us to provide unrivaled integration of all of our services within the United StatesÂB
www.cij.com
SunGard Online Investment Systems
Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
www.online.sungard.com
CTA Systemsource Corporation
Based in Toronto. Provides enterprise wealth management software for middleware and backoffice processing to Canada's financial services industry.
www.cta-systemsource.com
Manby Financial Strategies, Inc.
Specializes in helping clients with business, financial, and estate plans, asset management strategies and wealth preservation plans.
www.manbyfinancial.com
Siligmueller Financial Management
Independent fee-only advisor providing wealth management services to high net worth individuals
www.siligmuellerfinancial.com
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
www.pacwealth.com
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
www.wealthmgt.com
Banknorth Investment Management
Provides asset management, institutional retirement plan services, personal wealth management, estate planning and trust services.
www.banknorthinvestmentmanagement.com
Leonard Wealth Management, Inc.
Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
www.scottleonard.com
FNStar Inc.
Provides financial services solutions for instutional and retail brokerage, and wealth and retirement planning and management.
www.fnstar.com
J.E. Wilson Advisors, LLC
Fee-only wealth management firm providing independent financial solutions since 1982.
www.jewilson.com
Stepp & Rothwell, Inc.
Offers fee-only advice and assistance on estate, tax and education planning, cash flow and risk management, and wealth accumulation and preservation. Kansas, USA.
www.steppandrothwell.com
Canterbury Financial Group
A Registered Investment Advisor, offers integrated portfolio and private wealth management services.
www.canterburygroup.com
Greystone Financial Advisors, LLC
An independent, fee-only investment advisor specializing in wealth management, financial and retirement planning.
www.greystonefinancial.com
Financial Affairs Management
Offers financial planning, investment advisory and wealth management services.
www.financialaffairsmanagement.com
Bill Few Associates, Inc.
A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
www.billfew.com
HDG Mansur Group
Find a company overview, portfolio of properties, and contact information for this firm specializing in wealth management services.
www.hdgmgroup.com
Redwood Empire Financial Advisors, Inc.
Wealth management solutions and financial planning on a fee-only basis.
www.redwoode.com
Sovereign Wealth Management, Inc.
Fee-only wealth management firm.
www.sovereignwealth.com
Sovereign Wealth Management, Inc.
Fee-only wealth management firm specializing in providing advisory services to women in transition to financial independence due to divorce or the death of their spouse.
sovereignforher.com
Banque de Luxembourg
Specialized in wealth management and financial investment services for private and professional customers.
www.banquedeluxembourg.com
Baker Street Advisors, LLC
Offers private wealth management services. Company details and research information.
www.bakerstreetadvisors.com
Prudent Wealth Management LLC
A Registered Investment Advisor specializing in managing separate, equity based portfolios for individuals.
www.prudentwealth.com
Van Strum & Towne, Inc.
Wealth management and investment counsel services.
www.vanstrum.com
The Wealth Academy
Help for the Business of Your Life includes free downloadable newspaper articles on mortgage strategies, debt management, wealth creation, tax savvy strategies, and estate planning. Archived copyrighted content posted by mortgage and financial experts for free distribution.
www.PhillipsHQ.com
Oxford Spine Society
Group extended to physicians, surgeons and physical therapists worldwide to share clinical and research findings related to spinal disease and its management.Site contains a wealth of information pertaining to back pain.
www.oxfordspine.org
Equity Invest Ltd.
Wealth management service and ethical portfolio management. United Kingdom.
www.equityinvestltd.com
Freestone Capital Management
Investing, wealth management.
www.freestonecapital.com
Vector Financial Network, Inc.
Provides fee-based financial consulting, wealth and investment management.
www.vfnadvisors.com
Singer Xenos Wealth Management
Provides fee-based financial planning and investment management in the South Florida area.
www.singerxenos.com
Wealth Management Group, LLC
A registered investment advisor (RIA) offering comprehensive financial planning and investment services.
www.wealthmanagementgroup.com
YKP Financial Services
Beverly Hills-based financial advisory firm providing full service wealth management services to individuals and businesses.
www.ykpfinancial.com
Rossi Media Corp.
Interactive promotion forum for the private banking and wealth management industry. Location listings and advertising information.
www.privatebanking.info
Carson Wealth Management Group
Services offered include financial, tax, and estate planning.
www.carsonwealth.com
Advisor Services, Inc.
Specializing in fee-based investment and wealth management in Arizona, USA.
www.advisorservices.net
Kaizen Wealth Management
Fee-based wealth management services to professionals, corporate executives, business owners, ERISA plans, charitable organizations. Charleston, SC, USA.
www.kaizenwm.com
Michael Simes, LLC
Focusing on asset, corporate, financial, risk, and wealth management, from offices in Tempe.
www.michaelsimes.com
A.N. Culbertson and Company
An independent wealth management, provides management of financial assets.
www.anculbertson.com
Vance Capital Management
Firm specializing in wealth management and custom portfolio allocations.
www.vancecm.com
ING Career Site
Careers information from the corporate site of ING, a wealth management services company. Find out about the company, career opportunities and corporate culture.
www.ing.com
Old Dominion Capital Management, Inc.
Independent investment counsel, wealth management services, including asset management, estate and financial planning.
www.odcm.com
American Wealth Management, Inc.
Investment services, mutual fund investing, insurance and retirement planning.
www.timkoenning.com
Anglo Irish Trust
Providing asset protection, wealth management, corporate, expatriate and professional intermediary services
www.angloirishbank.co.im
United Kingdom Marine Environment Data Network (UKMED)
Marine Environmental Data are widely distributed throughout the UK amongst many government departments, agencies and laboratories, universities and commercial companies. The UKMED Network develops, maintains and makes available inventories of marine data; develops guidelines for oceanographic data management; improves mechanisms to facilitate data exchange and hence increases the availability of UK Marine Environmental Data for research and wealth creation.
www.oceannet.org
Quintessence Group
Financial planning and wealth management services.
www.qgltd.com
Antolino & Associates
Provides benefit management services and family wealth counseling.
www.antolino.com
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