Magnifina was founded with the goal of providing first-class, bespoke investment management to everyone regardless of their experience. We understand that managing finances isn’t a skill that everybody has, and that’s why we’re here to help. In contrast to other firms, we manage each client’s account individually because each client is unique. We’re not robots working off of a script. We’re a company of real humans who listen to our clients and spend time working to further their personal financial goals. Our comprehensive approach to investing involves extensive macroeconomic and financial analysis. We don’t just follow popular trends because some of the best investments don’t make headline news. We also go the extra step and research a company’s management team. Good leaders are essential to good investments. In 2020, our clients had entrusted over $40 million with us. We look forward to serving our clients for many years to come.

Lumari Capital delivers expert M&A advisory across sell-side, buy-side, and private equity. We help tech and business services firms unlock value through strategic positioning, targeted acquisitions, and high-impact exits. With deep industry insight and a broad network, we drive growth, maximize returns, and align every transaction with your goals.

The New York NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Rosefinch Investment Advisors is a wealth management firm specialising in investment management and financial planning for high-net-worth individuals and internationally mobile families. The firm provides portfolio management, retirement planning, and cross-border financial advice for U.S. citizens living abroad, helping clients manage investments and long-term financial strategies while navigating international residency and U.S. regulatory considerations.

VE Capital Management LLC was founded in early 2012 by investment manager Eric Kaufman and his partner/portfolio manager Victoria Crisologo. The Firm’s creation is the natural product of 28 years of successful total return investment management, for companies, partnerships, high-net worth individuals and family groups. Eric Kaufman, Managing Partner of VE Capital Management LLC, operates as an investment advisor representative under the ADV of Raymond James Financial Services Advisors (RJFSA). By utilizing these services, we are able to spend more time providing our clients with quality investment management, solid support, and superior personal service. Victoria Crisologo is a registered representative with Raymond James Financial Services, Inc.

Established in 2004, Greenspring is an independent, fee-only firm, specializing in holistic and progressive investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. Our team understands that in today's world the demands on your time and energy have never been more pressing; therefore having a financial advocate to focus on your needs with the attentiveness it deserves is vital. Not only do we deliver personalized financial expertise, but we are committed to making certain we understand your goals. That is why our services are customized according to your needs and aspirations.

Independent, fee-only fiduciary financial planning and investment advisory firm working as a virtual advisor or in-person with clients. At Wharton Wealth Planning, a Certified Financial Planner™ will help clients navigate life events (retirement, divorce, inheritance, career) by structuring financial plans and investment portfolios to achieve long-term goals. As an independent Registered Investment Advisor firm, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

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Jeffrey Wolf, CPA has offered an effective, trustworthy combination of personal service and financial expertise for over 30 years. With busy executives, successful business owners and independent professionals among our long term clients, our accounting firm is committed to providing superior tax preparation and advice at an affordable price. Call us today for a FREE initial consultation, and find out how we can help you save money now and in the future while also meeting your tax obligations in full.