SECCA Competitors

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500 institutions. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Element is a women founded, distinct wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach help ensures that clients' unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients' financials, but their values and beliefs about finances as well. We have extensive experience in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs. Over 20 Years Experience: Corporate & Executive Benefit Planning Private Placement Life Insurance Alternative Investment Strategies Industries Include: Entertainment, Media, Film, Fashion and Sports Legal and Accounting Firms Biotech and Pharmaceutical Find Us On Facebook: https://www.facebook.com/elementfinancialgroupny Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Element Financial Group, The Malin-Flatiron 895 Broadway, 4th Floor, New York, NY 10003, (212) 878-1760. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

There are a lot of financial advisors out there—so what makes us different? We are among a unique contingency of independent financial professionals who truly act in the best interests of our clients. The advisors at TrueNorth Wealth are Certified Financial Planners® (CFP®), the most difficult designation for financial practitioners to acquire. The Certified Financial Planner Board of Standards is a regulatory organization that creates and enforces standards of competency and ethics. Not only does this mean we are well versed in all areas of financial planning, but we also have a fiduciary responsibility to our clients. We always put the client’s best interests first. We are fee-only, meaning our decisions are not colored by commissions or affinity kickbacks. Our primary and only interest is your financial success, not the bottom line of an investment company. Many investment advisors or brokers are only interested in completing a transaction, receiving a commission, and moving on. At TrueNorth Wealth we focus on building a long-term relationship that will help you reach your financial goals. We also offer comprehensive planning that takes into account the larger picture. Instead of receiving segmented advice on estate, income tax, retirement, investment, and insurance planning; we help you bring it all together to work in your best interest. Regular reviews of your financial plan allow us to foresee potential problems, give you advice based on the current political and economic climate, and plan for any major life changes. We don’t speculate in private placements or other alternative investments. We use only highly available, registered funds from investment companies whose philosophies match our passion for premium performance. At TrueNorth Wealth integrity and our commitment to our clients comes first. We stay true to your direction and your wealth—not ours.