Charter Advisory Group

Charter Advisory Group LLC is a family office and consulting firm that provides investment strategy and management, wealth planning, tax advisory and family office services. [ website: www.charteradvisorygroup.com ]

The Oasis Firm

The Oasis Firm is the home of holistic financial planning. The Oasis Firm is a full-fledged financial services company equipped to assist individuals in improving their quality of life through financial literacy and an array of services. Whether you need help from debt management to wealth management; we are the right place for you. The Oasis Firm offers services such as, Debt Consolidation, Tax Services, Credit Repair, Life, Health, and Annuities management just to name a few.

Wellspring Financial Solutions of Raymond James

Your financial plan goes well beyond a math problem. It's about your entire life and the complexities that come with it. It's about working with people who invest in getting to know you. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important. If you're ready for a quality client experience and financial planning that goes far beyond math equations, connect with us. A plan is only as good as what goes into it. If you'd like to work with a team who clearly understands your big picture while staying focused on precise details, connect with us. The earlier your plan begins, the greater the potential for rewards. Let's get started today. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

BayView Private Wealth

Bayview Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy. We work with founders, presidents, and CEOs of companies, helping their businesses develop strategies for success in cash management, employee benefits, employee retention, or succession planning. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Sextant Capital Solutions

Sextant Capital Solutions provides capital raising and advisory services to new economy and sustainable technologies platforms that are negotiating critical inflection points of their development. Not only does Sextant connect clients with investment partners across the horizon of capital needs, but also offers flexible and creative support with critical dimensions of strategy development, including outsourced CFO, board, talent and advisory services.