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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
The National Bank of Indianapolis Corporation is a bank holding company that operates through its wholly owned subsidiary, The National Bank of Indianapolis (the Bank). The Bank provides a range of deposit, credit and money management services to its
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneos roots trace back to the Hencorp Group of Companies, which has been delivering diverse financial services for over 40 years. The firm offers expert market guidance, innovative financial solutions, and personalized service through experienced teams. Insigneo also provides online investment management solutions, enabling clients to manage their investments remotely. The company supports over $26.5 billion in client assets and serves more than 31,000 active clients, including over 280 investment professionals and more than 68 institutional firms. Insigneo Securities, LLC, a subsidiary of Insigneo Financial Group, LLC, operates as a registered broker-dealer and is a member of FINRA and SIPC.
Redwood Capital Bank is a Eureka, CA-based company in the Financial Services sector.
Poli Mortgage is a Norwood, MA-based company in the Financial Services sector.