Atticus Wealth Management Competitors

Balboa Wealth Partners provides access to the most unique wealth management platform for distinct advisors and their clients. A truly holistic financial management experience providing guidance today for tomorrow’s success. Balboa Wealth Partners is a registered investment advisor. Balboa Wealth provides investment advisory and related services for clients nationally. Balboa Wealth will maintain all applicable registration and licenses required by the various states in which it conducts business. For additional information, please visit our website at www.balboawealth.com

Gordian Wealth Advisors specializes in developing customized solutions for wealth creators with complex financial needs. Our team creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets or whose situation requires simplifying the complex. Through our partnership with Sanctuary Wealth Advisors, we offer wealth management services to people changing the world through their intelligence and determination. Our mission is to empower wealth creators and their families to take control of their financial assets in a way that enables them to make a meaningful contribution to their personal family legacy and the world we live in. We bring you the shared experience of sophisticated investors and other wealth creators. We provide access to the best ideas and the best talent. We are driven by an understanding that your trust is a privilege and that a personal relationship is the best way to serve you. We are active listeners who work with wealth creators who require the same inspired thinking and commitment from their advisors as they demand from themselves.

Haitham “Hutch” E. Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients’ go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team – your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEO’s Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Today’s Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients’ financial lives.