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Financial Advisors Specializing In

Tax Planning

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Why these advisors?
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CFA®, CFP®, ChFC®
Synergy Financial Management
Seattle, WA

Financial Leaders connecting investors with advanced strategies

Stay tuned for videos from this advisor!

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CPA
Vision Capital Partners
Novi, MI

Helping families organize and optimize their financial lives.

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Introduction - Tom Duncan
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Passive vs Active vs Structured Investing - Tom Duncan

2 videos
28 views

CFA®, PhD
Peak Wealth Planning, LLC
Champaign, IL

Your trusted advisor. Dedicated to helping you achieve your goals by providing personalized attention.

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Introduction - Peter Newman
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Sticking with Your Plan - Peter Newman
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Selecting the Right Bonds for You - Peter Newman
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Examples of Client Projects - Peter Newman

4 videos
178 views

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Raymond James
Boca Raton, FL

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Introduction - Arthur Rottenstein
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Choosing a New Advisor - Arthur Rottenstein
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Support Staff - Arthur Rottenstein

3 videos
305 views

CPA, PFS
David Wealth Management, LLC
Fairfax, VA

Think Globally, Invest Globally. For more than 30 years we have been helping clients make the most of their wealth through investment, financial and tax advice.

Stay tuned for videos from this advisor!

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