ECS Financial Services, Inc. (ECS) was started in 1962 as a traditional accounting firm. Today, ECS has expanded into a full-service CPA accounting firm working with clients world-wide. We offer so much more than traditional accounting, from the leasing industry, to corporate and individual tax, our clients benefit from our staff of experts who not only listen, but take the time to thoroughly understand their needs and objectives. You get the experience and capability of a large-scale accounting firm, with the personal attention of a small business.
ECS is one of only a few CPA firms that specialize in portfolio management, accounting, tax and consulting services catered to the equipment leasing industry. Whether a business requires independent accounting services, assistance with internal accounting responsibilities, or staff training on the intricacies of lease accounting, ECS will customize our services to meet our clients’ specific needs.
Pacific Capital is an exclusive family office wealth management firm, serving ambitious entrepreneurs and high-net-worth families who turn to us when they’re ready for a strategic partner, not just an advisor.
Based in Southern California with offices in Corona and Newport Beach, our clients are growth-minded business owners, legacy creators, and families with significant liquidity who are seeking a concierge-level wealth management experience.
Unlike firms built around product sales or standard portfolio management, our fiduciary model means we’re wholly aligned with your interests. We integrate business advisory, tax planning, investment strategy, estate and legacy planning, and family governance into a unified framework.
We begin with our proprietary Financial Life Inspection®, a rigorous assessment that evaluates your financial foundation across dozens of critical checkpoints. From there, we build customized strategies with your ambitions, values, and multigenerational goals at the center.
As a fully independent Fiduciary, we maintain independence from large bank-controlled platforms. Our success is defined by your achievement of meaningful life outcomes, not simply beating an index. We serve fewer clients with higher personalization, bringing an entrepreneurial mindset to wealth stewardship.
If you’re ready for a strategic partnership that supports the financial success of entrepreneurs and their families, we’d welcome a conversation.
Contact us today to learn more at 844-777-8777
Disclosures: https://pacificcapital.com/disclosures/
Vertex Financial is a full service working capital finance firm headquartered in Dallas, Texas serving clients nationwide. Vertex specializes in accounts receivable funding and light asset based lending.
Known for its footprint in the construction industry, Vertex has made a name for themselves for doing "outside of the box" deals over the 21 years they have been in business.
The primary industries served by Vertex are: oilfield services, temporary staffing services, manufacturing, distribution & wholesale, transportation services, and sub-contractors.
Vertex can also serve companies who are start-ups, have progressive or milestone billing, government contracts, minor tax liens, or pre-petition financial needs.
Vertex strives to overcome obstacles that traditional lenders cannot.
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