MAI Capital Management

Concentric Wealth Management, based in Lafayette, California, is a wealth management firm dedicated to helping clients achieve their financial objectives. They offer personalized, attentive service, focusing on comprehensive wealth planning that spans diverse asset classes such as stocks, bonds, mutual funds, real estate, and alternative investments.

Carmichael Hill & Associates, based in Maryland, USA, specializes in comprehensive financial planning and management services. The company assists clients in achieving their financial goals by offering a range of services, including investment management, retirement planning, tax mitigation strategies, insurance analysis, and trust and estate planning.

Harbor Wealth Management is a wealth management firm located in Boulder, Colorado, established in 1988. The firm focuses on delivering comprehensive financial planning and investment management services tailored to individuals, families, and small businesses. Harbor Wealth Management is overseen by an executive management team that actively manages the firm's assets, ensuring that clients receive personalized attention and expertise in aligning their financial goals with effective investment strategies.

Madison Financial Advisors, Ltd. is an employee-owned investment management firm based in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. Established in 2000, the firm specializes in providing financial planning and consulting services primarily to high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios, employing fundamental analysis to guide its investment strategies. The firm invests across public equity and fixed income markets, as well as in mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a diversified approach tailored to meet the unique needs of its clientele.

R. Karras Asset Management & Planning is a financial firm located in Independence, Ohio, specializing in wealth management services. The firm offers a comprehensive range of asset management and financial planning solutions tailored for successful individuals and small business owners. With a focus on personalized strategies, R. Karras Asset Management & Planning aims to provide clients with effective guidance in building and managing their wealth.

West Point Business Group is a financial services firm specializing in corporate retirement plans and personal wealth management. The company provides a range of services designed to facilitate the growth and protection of wealth, including management of qualified and non-qualified retirement plans, as well as executive solutions. By focusing on both corporate and individual client needs, West Point Business Group aims to help organizations and individuals effectively manage their financial futures.

Prime Investment Advisors is a financial advisory firm that provides a range of services aimed at helping clients manage their financial well-being. The firm specializes in asset management and offers expertise in cash flow management, retirement planning, education funding, tax planning, and estate planning. By focusing on independent and objective investment advice, Prime Investment Advisors ensures that its recommendations are well-researched and free from bias, allowing clients to make informed financial decisions tailored to their individual needs.

Pareto provides financial planning and wealth management services for its high-net-worth clients. It offers a comprehensive investment universe.

Monarch Business & Wealth Management is a financial and life management company that serves professional athletes, internationally acclaimed entertainers, and high-net-worth families. The firm provides a comprehensive range of services, including wealth planning, tax advisory, business planning, insurance, risk management, and estate planning. By offering tailored solutions, Monarch aims to assist clients in achieving their financial objectives and effectively managing their wealth.

Investment Planning Associates offers sensible and tailored financial and investment planning services.

Hochman Cole Investment Advisors is an investment advisory firm that specializes in providing comprehensive financial services, including investment management, risk management, tax planning, and estate planning. The firm primarily focuses on retirement planning for individuals and small businesses, offering personalized, goal-oriented financial strategies. Hochman Cole assists high-net-worth individuals, families, and business owners in navigating market fluctuations, achieving their financial objectives, and preserving wealth across generations. Through its tailored approach, the firm aims to ensure clients are well-prepared for their financial futures.

John D. Dovich & Associates is a wealth advisory firm that specializes in providing strategic financial planning services primarily for medical professionals, business owners, and family wealth firms. The firm emphasizes ongoing communication with clients, conducting periodic progress meetings, and providing comprehensive quarterly statements. Its service offerings include investment management, retirement planning, business planning, education planning, and insurance planning, all designed to assist clients in making informed financial decisions. The personal relationships between clients and the firm's principals are central to its service philosophy, ensuring tailored support and advice to meet individual client needs. In June 2019, John D. Dovich & Associates was acquired by MAI Capital Management, LLC.

Calfee Financial Advisors - wealth management business provides financial planning services.