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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
meriwethergroup is a Portland, OR-based company in the Financial Services sector.
Fairfax State Savings Bank is a Fairfax, IA-based company in the Financial Services sector.
Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859. We enjoy long, quiet walks on the beach, puppies and romantic dinners. Nah, we`re too old for all that, but we`re still pretty cool, and we do actually love puppies. As a community bank, we make it a priority to give back to the customers and communities we serve through charitable giving and volunteer opportunities. We have 14 full service branches throughout Ozaukee, Washington, Waukesha and Milwaukee counties, and several loan offices in Wisconsin, Illinois, and Minnesota.
First Colony Mortgage Corporation is a full service mortgage banking company serving virtually every state across the country. First Colony was founded in 1984 by John M. Aldrich and Scott Shelley. Most mortgages are processed, underwritten and closed in house, and the company recently added a wholesale mortgage division. Since inception First Colony has funded over 70,000 mortgages, without ever treating anyone like a number. First Colony is here to serve you. We provide you with fast, efficient service. Were ready to answer any questions you might have about the mortgage and home buying processes. (https://firstcolonymortgage.com/state-licenses/) First Colony Mortgage is an Equal Housing Opportunity Lender NMLS #3112. All loans are subject to credit approval. Terms and conditions per loan type may vary. See loan officer for details.