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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Riverwood Capital Management is a Menlo Park, CA-based company in the Financial Services sector.
Cavignac and Associates is one of the leading companies in Financial Services industry. Cavignac and Associates is based in San Diego, CA. You can find more information on Cavignac and Associates at www.cavignac.com
Artesian Capital Management is a New York, NY-based company in the Financial Services sector.
Alderwood Capital was formed in January 2020 to provide advice, consultancy and support services to asset managers and regulated entities looking to make investments in the global asset management sector.