The Mather Group is a fiduciary-only wealth management firm that caters to affluent and ultra-affluent families and individuals. The firm specializes in a range of services, including tax planning, investment strategy formulation, estate planning, risk management, and retirement preparation. By focusing on high-net-worth clients, The Mather Group aims to assist them in planning for retirement, minimizing tax liabilities, generating investment returns, and making informed financial decisions.
Clear Perspectives Financial Planning is a registered investment adviser firm located in Cincinnati, Ohio. The firm specializes in providing a comprehensive suite of financial services, including insurance solutions, investment planning, debt management, and estate planning. Additionally, it offers tax advice and preparation, portfolio management, and concentrated stock management. Clear Perspectives is dedicated to helping clients navigate their financial landscapes through personalized guidance and risk assessment, ensuring that individuals and families can effectively plan for their financial futures.
Multi Fund Management
Acquisition in 2022
Multi Fund Management is an registered investment advisor.
PartnersInWealth
Acquisition in 2020
PartnersInWealth is an independent financial advisory firm based in Houston, Texas, established in 1984 to assist financially successful families in managing their wealth. The firm offers a comprehensive range of services, including wealth management, retirement planning, tax planning, and investment protection, tailored to meet the unique needs of each client. With decades of experience, PartnersInWealth has guided clients through various economic cycles and changes in tax and estate laws, providing steady advice and generational planning expertise. The firm operates with a long-term perspective, structured as an employee-owned entity with a solid succession plan to ensure continuity of service and culture for future generations. PartnersInWealth has received multiple accolades, including recognition as one of the top wealth management firms in Houston and awards for client satisfaction from notable organizations. Their commitment to excellence positions them as a trusted partner for families looking to preserve and grow their wealth.
Barnett Financial
Acquisition in 2020
Barnett Financial is a comprehensive wealth management practice, providing clients with financial planning and portfolio management.
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