Wealth Partners Capital Group

True North Advisors is a wealth management firm located in Dallas, Texas, specializing in asset management and family wealth planning. The firm caters to high-net-worth individuals, families, and institutional clients, including middle-market corporations, municipalities, and non-profit organizations. True North Advisors offers a range of services, including investment management and business transaction planning, aimed at helping clients effectively manage and grow their financial resources. The firm is dedicated to providing tailored solutions that address the unique needs of each client, ensuring their financial goals are met with a personalized approach.

Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

Merit Financial Advisors is a financial services firm focused on helping individuals, particularly those in or nearing retirement, achieve their financial goals. The firm offers a range of services, including wealth management, financial planning, and investment management, tailored to meet the unique needs of its clients. By providing education and guidance, Merit Financial Advisors aims to empower clients to gain financial freedom and navigate life transitions effectively. Additionally, the firm extends its expertise to businesses, enhancing their financial wellness and risk management strategies.

EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.

MAI Capital Management is a fee-based wealth management firm located in Cleveland, Ohio, specializing in comprehensive financial planning and investment advisory services. The firm provides a range of offerings, including financial and retirement planning, investment management, insurance and risk assessment, as well as trust, estate planning, and tax solutions. MAI Capital Management focuses on delivering objective recommendations tailored to help clients achieve their financial goals and build wealth effectively.

Forbes Family Trust is a private wealth management company that aims to help wealthy individuals and families manage their wealth and lifestyle through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor. Building on the entrepreneurial spirit that has driven the Forbes family since the founding of its eponymous magazine in 1917, Forbes Family Trust developed a multifamily office and investment firm dedicated to the values of relationship building, responsiveness, and expertise.