skylight financial group

At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.

Buckingham Strategic Wealth

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

First Western Trust

Specializing in fully customized private banking, commercial banking, wealth planning, and investment management solutions, we cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience. Personal and Commercial banking services are offered through First Western Trust Bank, Member FDIC. Equal Housing Lender. Wealth Management and Investment Services are Not FDIC Insured, Not guaranteed by the Bank, May Lose Value

Credit Union of Southern California

At CU SoCal, we believe we are more than a place to save and borrow money. We're a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they’re looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.

Pathstone

Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.