Clear Path Advisory Inc Competitors

Capstone Advisors is a real estate investment, development and asset management company. Capstone invests for its own account and is also an active joint venture operator having partnered with some of the world's largest financial institutions and real estate investment funds. We are recognized for our ability to blend the vision, drive and flexibility of an entrepreneurial company with the sophisticated management capabilities needed by regulated financial institutions and institutional real estate investors. Our consistent performance has made us a preferred and trusted real estate partner for investors, tenants and lenders. Since its beginning in 1996, Capstone Advisors has: • Purchased 4.5 million square feet of multi-tenant retail, office and industrial properties • Been the equity investor in over $4 billion of residential development projects • Served as third party asset manager for a wide variety of distressed retail, office and land development projects • Entitled land for the development of several million square feet of commercial and 30,000 residential and multi-family units • Developed a variety of commercial projects throughout Southern California. We are actively investing in both ‘value-add’ and ‘core-plus’ multi-tenant real estate, with a strong focus in Southern California, Phoenix and other select western markets. Our current investment focus includes retail, office and small bay industrial.

Equilibrium Wealth Management, LLC is a financial planning and investment management firm located in Lisle, IL. At Equilibrium, we believe the process of comprehensive financial planning is critical to developing strategies and recommendations that align with your goals and objectives. Our Equilibrium Financial Planning Scale approach was developed to ensure that every financial plan strikes a balance between two important conversations: 1) What matters most to you and why it's important, and 2) How we pursue results, who will be involved and when we should start. Weighing too heavily towards one conversation over the other can create discrepancies and imbalances. It is our job to guide you through these conversations and the overall process and to ensure that all our recommendations are in your best interest. Once we have a complete understanding of your Goals, vision and values, we will work hard to develop and implement the strategies, tactics and tools used to get you there. These strategies can fall into one or multiple financial planning areas: Investment Management, Retirement Planning, Insurance Planning, Tax Planning, Education Planning and Estate Planning. Please reach out to us and schedule your introductory call! We look forward to serving you. Securities and Investment Advice offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Equilibrium Wealth Management, LLC is a separate entity from LPL Financial. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

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