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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Empower Retirement is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States.
ProPartners Financial is a Lake Elmo, MN-based company in the Financial Services sector.
Sherwin Williams Employees Credit Union is a South Holland, IL-based company in the Financial Services sector.
CIM Group® unites a diverse and passionate team of professionals focused on enhancing communities and creating value through real estate, infrastructure and lending. Whether it`s a towering high-rise, a local grocery store or an expansive solar park, we help provide goods, services and employment that support communities across the Americas. We achieve our goals through the efforts of our people. More than 800 employees around the world bring multi-disciplinary expertise and creative vision to the projects we undertake. Our in-house team includes experts in research, acquisition, credit analysis, development, accounting and finance, legal, compliance, leasing and asset management. We take a hands-on approach to our projects and are able to execute each step, from sourcing and enhancing value to disposition. Since 1994, CIM has led over $56 billion of projects in communities like Hollywood Boulevard, the Greater Loop in Chicago and the Flatiron District in New York. Our offerings to institutional and retail partners span the risk-return spectrum. While CIM has grown and evolved over the years, much remains the same. We take pride in our diversity and continue to cultivate an entrepreneurial and engaging work environment that exemplifies our core values of integrity, discipline and respect.