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.

Hyperion Partners provides financial advising services to individuals and organizations seeking to achieve their financial objectives. The organization provides personalized financial planning, investment management, and asset management techniques.

Halpern Financial, based in Ashburn, Virginia, is a professional services firm specializing in comprehensive wealth management. They offer a range of services including risk management, tax planning, consulting, retirement planning, estate planning, and investment planning, catering to both private clients and corporate executives.

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.

Traverso Chambers is a financial advisory firm that provides wealth management services to individuals and businesses.

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.

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

Winfield Associates is a financial services firm that focuses on investment management and wealth advisory. The company serves a diverse clientele, including individual investors, business owners, professionals, retirees, endowments, and foundations. Its offerings encompass retirement planning, private wealth advisory services, and tailored endowment solutions, aimed at helping clients achieve their financial goals and secure their financial futures.

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.

Regal offers a complementary array of wealth management services, including goals-based investment management, tax planning, legacy planning, and assisting with both business and personal financing.

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

Queens Oak Advisors is a firm that specializes in wealth management and investment advisory services for high-net-worth individuals and institutional clients. The company provides a range of financial services, including comprehensive financial planning, estate planning, retirement planning, asset allocation, and tax planning. By offering tailored solutions, Queens Oak Advisors aims to help clients achieve their financial objectives and effectively manage risk in their investments.

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.

Geier Asset Management specializes in providing comprehensive financial services to wealthy individuals and families. The firm offers investment advisory and management, financial planning, tax planning and preparation, as well as retirement planning services. By focusing on high net worth individuals, Geier Asset Management aims to assist clients in building secure financial futures through tailored strategies and expert guidance.

MWM Investment Consulting specializes in investment management services aimed at high-net-worth individuals, wealthy families, and charitable foundations. The firm offers a range of services, including investment advisory, financial planning, and wealth management, with a focus on risk management and developing strategic investment strategies tailored to meet the unique needs of its clients.

J.M. Hartwell L.P. is a privately owned investment manager based in New York City, specializing in growth stock investing. Established in 1961, the firm primarily serves high net worth individuals, as well as pension plans, foundations, endowments, and a variety of institutional clients. J.M. Hartwell manages separate client-focused equity portfolios, investing in public equity markets worldwide. The firm employs a disciplined, fundamental, bottom-up approach, utilizing both quantitative and fundamental analysis to construct its portfolios. Performance benchmarks include the Russell indices and the S&P 500 Index, with in-house research playing a crucial role in the investment process. In 2019, J.M. Hartwell was acquired by MAI Capital Management, LLC.

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.

MTX Wealth Management, based in Reston, Virginia, was a full-service financial and investment advisory firm established in 2008. The firm specialized in providing comprehensive financial, tax, and investment advisory services to high-net-worth individuals, including professional athletes and entertainers. MTX Wealth Management offered two primary service models: one aimed at wealth accumulation and the other focused on wealth preservation. The management and governance of the firm’s assets were overseen by an executive management team. In June 2019, MTX Wealth Management was acquired by MAI Capital Management, expanding its capabilities and resources.

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