Sequoia Financial Group

Family Asset Management is a wealth management firm located in Charleston, South Carolina, founded in 2004. The firm provides a comprehensive range of services, including independent financial advice, asset management, alternative investment strategies, retirement planning, trust services, educational funding, and philanthropic giving. It combines the personalized approach typical of a lowcountry-based, privately-held firm with the extensive resources available to independent advisory firms. The firm is managed by an executive team that oversees its assets and ensures a tailored experience for its clients.

Karpas Strategies is an investment management firm that maximizes client wealth. They guide them by specific principles of integrity, honesty, and trust. They firmly believe in a disciplined, consistent investment process. Karpas Strategies employees and their family members often own the same investments as the clients. This partnership in investing ensures their objectives are aligned.

M Capital Advisors, established in 1993, is an independently-owned asset management firm with offices in Nashville, Tennessee, and San Antonio, Texas. The firm caters to both individuals and institutions, providing a comprehensive suite of services that includes financial planning, investment management, cash flow management, and retirement analysis. M Capital Advisors employs a distinct investment process that integrates a top-down macroeconomic perspective with bottom-up fundamental equity analysis, enabling them to effectively address clients' investment and financial planning objectives. The firm emphasizes a team-based and goals-driven approach to wealth management, ensuring a tailored experience for each client.

Affinia Financial Group is a registered financial advisory firm that specializes in wealth management services tailored for high-net-worth individuals, families, trusts, and estates. The company focuses on providing personalized financial advisory and planning services, as well as investment management solutions. By developing customized strategies, Affinia Financial Group aims to align its services with the unique needs and objectives of each client, ensuring comprehensive support in managing and growing their financial assets.