bd3.bdreporting.com

bermancapital.com

Berman Capital Advisors :: About Berman Capital

http://www.bermancapital.com/about-berman-capital

Like any elite performance, preparation sets. The stage for success. When it comes to you and your family. The founding partners of Berman Capital and/or Massey Quick invest side-by-side with clients. There are no "hidden deals" or embedded "fee arrangements.". We are not tied to any particular firm's platform. We have access to a full array of products, research, and institutional investment managers. We have one group to whom we are accountable our clients.

bermancapitaladv.com

Berman Capital Advisors :: Professional Staff

http://www.bermancapitaladv.com/professional-staff

Justin Berman, Founder and Chief Executive Officer. Justin Berman founded Berman Capital Advisors in 2010 as part of his commitment to provide truly objective family office services, wealth management, and investment consulting services to a select group of high-net-worth families. Justin is active in community affairs and is on the board of trustees of The McDonough School of Business at Georgetown University, Leadership Atlanta, Junior Achievement of Georgia, and is an ambassador for Grady Hospital&#46...

bermancapital.com

Berman Capital Advisors :: Professional Staff

http://www.bermancapital.com/professional-staff

Justin Berman, Founder and Chief Executive Officer. Justin Berman founded Berman Capital Advisors in 2010 as part of his commitment to provide truly objective family office services, wealth management, and investment consulting services to a select group of high-net-worth families. Justin is active in community affairs and is on the board of trustees of The McDonough School of Business at Georgetown University, Leadership Atlanta, Junior Achievement of Georgia, and is an ambassador for Grady Hospital&#46...

bermancapital.com

Berman Capital Advisors :: News & Articles

http://www.bermancapital.com/news-articles

BCA periodically prepares timely and informative Investment Strategy Essays. 3rd Qtr 2016 Market Update Call for Investors. Click here to view full presentation. Ldquo;Brexit” and the Financial Markets. Read the full article here. Berman Capital Advisors Named to 2016 Financial Times 300 Top Registered Investment Advisors. Read the press release. See the full list of winners here. 2nd Quarter 2016 Market Update Call for Investors. Click here to view full presentation. Click here to read more. For MLP inv...

madisonparkca.com

Mission | Madison Park Capital Advisors

http://www.madisonparkca.com/p/mission

601 Union St, Suite 4200. Seattle, WA 98101. We seek to be the financial headquarters for individuals and families with significant financial means.  We commit to provide highly customized financial advice and investment solutions with a superior level of service and expertise, using an active investment philosophy that proactively adjusts investment allocations for life and market events. Learn more about Our Team. For Individuals & Families. 160;    For Businesses.

boardwalk-fs.com

A Word About Fees

http://boardwalk-fs.com/a-word-about-fees

A Word About Fees. A Word About Fees. A Word About Fees. Our fee is calculated on a sliding scale based on total assets under management. This fee includes portfolio management as well as financial planning services. Boardwalk Financial Strategies, LLC. 3215 Golf Road, Suite 111.

boardwalk-fs.com

Working With Us

http://boardwalk-fs.com/working-with-us

A Word About Fees. We focus heavily on financial planning. Portfolio Management is important for obvious reasons, but the positive impact of professional asset allocation and investment decision making is diminished if other aspects of your financial situation are not optimized. Using our proprietary. Checklist, we will help you review the following areas (and others) to make sure you are making intelligent choices in all financial matters. Benefits Planning (including Social Security optimization).

boardwalk-fs.com

Professionals

http://boardwalk-fs.com/experience

A Word About Fees. Michael Rodenbaugh, CFP. Mike is a CERTIFIED FINANCIAL PLANNER certificant (CFP. A Chartered Financial Analyst. Mike and his wife Heidi, along with their three children, reside in the Milwaukee area. I get the most enjoyment out of coaching my clients about the financial planning decisions they face throughout their lifetime and watching them reach their financial goals. Amanda Routhieaux, CPA. Senior Wealth Management Associate. Prior to joining Boardwalk Financial Strategies, Amanda ...

boardwalk-fs.com

About Us

http://boardwalk-fs.com/about-us

A Word About Fees. Boardwalk Financial Strategies delivers comprehensive financial planning services and institutional quality investment strategies with a highly personal touch. Backed by the depth of knowledge gained from years of experience working with wealthy individuals and the pursuit of highly regarded financial certifications, the firm stands ready to make a positive impact on your life. We will work with you to build your path towards financial success. Mike Rodenbaugh, Founder.

boardwalk-fs.com

Getting Started

http://boardwalk-fs.com/getting-started

A Word About Fees. While we’re getting your financial house in order, we will implement a highly diversified investment portfolio that is appropriate for you, including analysis and ongoing recommendations for your 401(k) and other retirement plans. This is a highly intuitive portfolio strategy that is designed to take risks that are properly compensated by the market and avoid those that are not. Boardwalk Financial Strategies, LLC. 3215 Golf Road, Suite 111.