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Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor.
White River Credit Union is a Enumclaw, WA-based company in the Financial Services sector.
Northeast Credit Union is a Portsmouth, NH-based company in the Financial Services sector.
Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
Accordant Investments is a company that specializes in private real estate investing. They provide financial advisors with the tools and resources to help their clients understand and invest in this asset class.