Sterling Smith Competitors

We know that not everyone has the same financial goals. That’s why we take the time to understand every individual’s unique journey in order to create a financial plan based on what is most important to them, bringing clarity to their financial future. 5000 Meadows Rd., Ste. 450 Lake Oswego, OR 97035 503.595.2110 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Financial Architects (FA) is a Pasadena, CA based investment advisory firm founded by Sterling Louviere in 1996. FA advises individuals, families, and institutional clients. FA allocates assets not only to traditional asset classes, like stocks and bonds, but to the total investable landscape globally, including allocating to alternative investment classes. These included commodities, real estate, energy, private equity, and private debt. FA uses both active & passive investments in strategic, tactical, and dynamic asset allocation strategies. Taxes are taken into consideration* & tax efficient investments and strategies are used for taxable accounts. The firm is noted for three areas of expertise: Business Retirement Plans (including 401(k) Plans, Traditional Pensions, & combinations of both), Retirement Income Distribution, and the use of Indexing Strategies in conjunction with Alternative Investments and Annuities. FA also features an in house, full service insurance agency that specializes in insuring difficult to insure businesses & properties. The firm also has recently added investment banking capabilities through Newbridge Securities, the firm’s broker-dealer. Please note that there are special rules and risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income and assets and some may only available to accredited investors. Asset allocation does not assure or guarantee better performance & cannot eliminate the risk of investment losses. There are risks involved in investing including market fluctuation and possible loss of principle value which may not be suitable for every situation. Securities offered through Newbridge Securities Corp. Member FINRA & SIPC. Investment Advisory services through Newbridge Financial Services Group, Inc., an SEC Registered Investment Advisor.

Legacy Financial Group is a company that operates in the Financial Services industry. It employs 11-20 people and has $1M-$5M of revenue. The company is headquartered in Arlington, Texas.