Abraham & Co Competitors

Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to high-net-worth clients. As a Registered Investment Adviser, we are flexible, innovative and independent, with a commitment to communicating with clients in a straightforward and direct way and serving their financial needs with intelligence, insight and transparency. We recognize that the world we live in is constantly changing. Right now, we’re in the midst of a paradigm shift, and the future holds both new opportunities and new risks. As advisors, we seek to actively manage those risks while also taking advantage of new opportunities for growth. Our clients are forward-looking and willing to embrace the new opportunities that this future will bring. They are constructive optimists with business sensibilities, as well as having an understanding of risk management and an entrepreneurial outlook, but they’re also discontented with the conventional Wall Street approach―they’re not satisfied with “business as usual” and have tried alternative investments in the past that didn’t meet their expectations. They’re looking for a new way forward. With our innovative investment strategies, holistic financial planning services and comprehensive wealth management, Juncture Wealth Strategies helps discerning clients manage and grow their wealth. (Juncture Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Juncture Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Juncture Wealth Strategies, LLC unless a client service agreement is in place.)

4Thought Financial Group provides a suite of investment portfolio management and financial planning services to private clients and partnered firms. The core services available to you as a private client or partnered CPA are full-service technology-enhanced financial planning, and High-Impact Low-Cost investment advisory services. 4Thought is an SEC Registered Investment Adviser (RIA).* As a member of the advisory or institutional community, we are pleased to provide you with High-Impact Low-Cost Separately Managed Account (SMA) strategies. Please tell us who you are so we can connect and help you … Investment advisory services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. *Registration does not imply a certain level of skill or training. The information provided by 4Thought is educational only and is not to be interpreted or construed as investment or tax advice. This is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This information is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Kornfield Investment Management is an investment management company based out of United States.