Zenith Capital

Founder at Zenith Capital...financial advisory services & portfolio management to private individuals & business owners...authenticity & servant leadership in helping clients from all walks of life build wealth. MY STORY: I founded Zenith Capital on the premise that clients deserve and can aspire to a sophisticated approach in wealth management. This includes quality service that in the past may have been only available to high-net-worth individuals. As a fee-only advisor and fiduciary, I have an obligation to represent the interests of my clients first and foremost. MY VISION: My vision in starting my own full-service wealth management firm after working for so many years in large broker-dealers was to provide business owners and the individual investor with best-in-class guidance and disciplined execution. Today, I work with clients from all over the United States to facilitate achievement of their financial goals whether that be wealth accumulation or financial planning. My strength is my skill in portfolio management whether working with modest investors just starting out, more established clients with greater assets or wealthier individuals looking for a better experience. MY STRENGTH: I build portfolios that graduate and grow with each client as they evolve in their life while still providing a high level of service that is essential in good relationships. I enjoy working with clients, earning their trust, developing an understanding of what matters most and helping clients meet the financial challenges that come with every stage of life. For me, it's a privilege and an honor to be trusted by clients large and small. The common denominator is always the same--authenticity and honesty in working with clients and delivery of a quality experience regardless of the size of the assets under management. MY EXPERTISE: Fee-Only/Fiduciary | Investment Strategies | Investment Advisory Services | Wealth Management | Portfolio Management | Stock Selection

Pure Portfolios

Pure Portfolios is a financial services firm with an innovative, modern, and low-fee approach to wealth management. Our team of professional advisors builds custom portfolios aimed at reducing the cost of owning financial assets. We do not use mutual funds; we manage to maximize net after tax returns, and will never employ salespeople. This adds up to a much lower cost of investing for our clients. We believe investment managers need to get back to the fundamental reason the industry exists: to grow client assets. Pure Portfolios strives to align performance with client expectations, and for qualified clients, if we fail to do our job we receive less compensation. Accountability for client outcomes brings the focus back to investment management rather than asset gathering. We aim to raise the standards of professional conduct within investment management. Through education, promoting the highest ethical standards, and providing each client with the CFA Statement of Investor Rights we believe we can improve the way people invest. Pure Portfolios has two locations - Lake Oswego, OR and Camas, WA. Contact us at (877)261-0015 or insight@pureportfolios.com to see if Pure Portfolios is a good fit for you. -- Pure Portfolios Holdings LLC is a privately-owned limited liability company headquartered in Portland, OR. Pure Portfolios is a registered investment adviser with the U.S. Securities and Exchange Commission.

Capital Family Office

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

BMG Advisors | Plan Your Story

BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial. At BMG, we know everyone has a story. We strive to know yours, so we can help you plan for it. **Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.**

Wealth Warden Partners

Wealth Warden Partners is a modern financial firm built to serve both individual investors and financial professionals. We specialize in two areas: Financial Planning & Wealth Management – We help individuals, families, and business owners make smart financial decisions through customized planning and investment strategies. Advisor Support Services – We provide outsourced portfolio management, research, and strategy to independent financial advisors and boutique RIAs, empowering them to grow their practices without sacrificing quality. Our mission is to bring institutional-grade research and personalized financial guidance to those who value clarity, simplicity, and strategic thinking. Whether you're an investor looking for expert financial planning or an advisor ready to scale your firm, Wealth Warden Partners has your back.