commonwealth financial group

At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.

GMO

For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions. Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs. GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns. GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities. For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/

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.

Castle & Cooke Mortgage

Castle & Cooke Mortgage, LLC is one of the nation's leading independent mortgage lenders with locations across the United States and more than 300 employees. Since opening our doors in 2005, our dedication and successes have grown right alongside the communities we serve. That’s why clients come to Castle & Cooke Mortgage time after time for their home financing needs. We process mortgages quickly and efficiently, all while providing precision and exceptional customer service. Whether you are looking for your first home, wanting to refinance, searching for an investment property or simply want to prequalify for a home loan, Castle & Cooke Mortgage is ready to earn your business. Our core values of integrity, honesty and transparency serve as the basis not only for our external image, but for our internal culture as well. Castle & Cooke Mortgage employs high-caliber mortgage professionals so you can rely on us for dependable service focused on your goals. Company NMLS ID #1251 (www.nmlsconsumeraccess.org) | Equal Housing Lender | Equal Opportunity Employer | Not all who apply will qualify For a list of all Castle & Cooke Mortgage LLC Licenses please visit: http://www.castlecookemortgage.com/licensing/

MAI Capital Management

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.