CW Advisors Competitors

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

BRIGHT STONE GROUP offers consulting the following business consulting services: Internationalization, business development, and new market entry for Asian companies expanding in the West, and for Western firms doing business in Asia. Sell-side M&A, fundraising and due diligence for investments between Western and Eastern companies Talent development (soft skills workshops, team building events, MBA selection) Advisory for early stage startups Our customers are typically medium sized High-Tech companies in Semiconductors, Energy, and Entertainment industries. For inquiries , contact us at info@bright-stone-group.com 明石集團提供以下業務諮詢服務： 國際化、業務發展、亞洲公司到西方國家拓展新市場及西方企業至亞洲拓展業務 銷售方的併購、資金籌措和東西方之間投資的企業經營評估 人才發展(技術培養、團隊設立、MBA培訓) 為公司創立初期階段諮詢 我們的客戶通常為半導體、能源、娛樂產業的中小型高科技公司 如有疑問，請洽 info@brightstonegroup.com

Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and alternative investments. We advise clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. IAG has a value-oriented approach to investing, which integrates specialized investment experience with extensive resources. Innovative Advisory Group is an industry leader in utilizing alternative investments inside a Self-Directed IRA or Self-Directed 401(k).