Coleman Financial Advisory Group and it's principal James W. Coleman has a core belief and primary goal of operation to become the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your situation as either the economy, the tax code, or your situation changes over time. As experts in retirement and estate planning, Coleman Financial Advisory Group has helped many clients over the past 20 years by helping them with retirement income strategies, reducing investment risk, protecting assets, leaving money to children or grandchildren all while living a financially comfortable life today. At Coleman Financial Advisory Group we treat every client as though they are our only client.

Established in 2013 as an integrated investment and mortgage acquisition platform, Shelter Growth Capital Partners is focused on directing private capital to the U.S. housing market. The firm works closely with a broad range of investors and mortgage originators throughout the country. In particular, SG Capital Partners uses its investment management and loan acquisition activities to address some of the most important changes in the mortgage market today. Throughout all of its business activities, SG Capital seeks to provide maximum value to its clients and to develop innovative products for borrowers and the market. In terms of loan origination, the firm provides its experienced client base with capital, competitive pricing, and quality service. By treating each loan as a credit investment, the firm focuses on long-term performance. On the investment management side, the firm pursues promising risk-return opportunities for a broad range of clients. In order to source attractive investments, the firm utilizes its long-standing relationships and remains active in several secondary markets.

Z2 Investment Management, LP (Z2) is a new alternative investment manager focused on debt and equity investments in non-sponsored, lower middle market businesses in North America. Z2 believes there is a void in the capital markets for companies that are seeking capital and the providers they can access. Z2 invests across the capital structure, making debt and equity investments that are structured to meet the unique needs of companies.

Here at Fuchs Financial, we focus on generating income for our clients without reducing their principal. Ben Fuchs, the founder of Fuchs Financial, is a Fiduciary financial advisor and is also a Certified Financial Planner® (CFP). Ben has more than 15 years of investment experience, and he and his team have created thousands of plans for clients seeking retirement without the stress of monitoring their own investments.

Alpine Hill Advisors is an independent Registered Investment Advisor (RIA). As a Boutique Family Office, we believe Alpine Hill Advisor clients are exceptional people, and we are bound by a fiduciary duty to further their best interests as well as those of their families. When it comes to meeting and exceeding the Private Wealth needs of families, bigger isn’t always better. Our meticulous, personalized attention to clients’ most intimate and complex details simply cannot be duplicated by a faceless megafirm.

Based in Riverside, CT, we are a dedicated financial planner committed to providing clients with tailored strategies for financial success. As fiduciaries, we uphold the highest standards, acting solely in our clients’ best interests. Our comprehensive approach covers everything from retirement planning to life insurance, ensuring that each strategy is objective and personalized. We conduct regular reviews, rebalance investment accounts, and offer full transparency through our secure client portal. With specialized teams and an investment committee, we provide professional management and robust support for all aspects of your financial journey.

Visionary is a Fee-Only Registered Investment Advisor, specializing in Retirement Planning, Financial Planning, Money Management. In an industry where most professionals represent a financial institution, clients need an advisor to represent them. Ready to get started? Schedule a complimentary consultation today.

At Your Tailored Wealth, we provide personalized financial planning and wealth management services to help you achieve long-term financial success. Our expertise includes retirement planning, estate planning, and portfolio investment planning, ensuring a strategic approach to growing and protecting your wealth. We specialize in stock option planning, equity compensation, and executive financial planning, offering tailored strategies for professionals. As a fiduciary, we prioritize your best interests with tax-efficient investing, 401K services, and tax optimization to maximize returns. Let us guide you toward a secure financial future.