| Name | Title | Contact Details |
|---|
Vantage West is a $1.9-billion financial institution in Arizona, which serves a growing membership of nearly 150,000 via online channels and branches across Arizona, offering consumer and business banking services including retirement accounts. Some products and services subject to approval.
We are a boutique investment advisory firm inspired by the larger purpose: to protect wealth, ease stress, and empower dreams. We partner with you across every aspect of financial life to solve complex problems, get rid of your worries, and achieve your goals - giving you the peace of mind to focus on what matters most to you. We make this possible by leveraging decades of collective experience and delivering customized planning, comprehensive wealth management, and highly personal family office services. Above all, we are a culture of CARE - inspired and driven by core principles that guide our actions and fuel our passion to protect your family for today and future generations. Crescent Harbor Private Wealth is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Crescent Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Lionsoul Global is a digital asset wealth management firm founded in 2022, with headquarters in London and additional offices in Austin, Texas, and Zug, Switzerland. The company is a U.S. registered investment adviser and a member of the Swiss Financial Services Standards Association. It aims to provide secure and accessible investment solutions in digital assets, combining traditional wealth management expertise with modern technology. The firm offers managed investment solutions designed to maximize returns, featuring a proprietary platform that allows users to create accounts and track holdings easily. Security and technology are central to its operations, ensuring that investors can manage their digital assets efficiently. Lionsoul Global collaborates with strategic partners for custody services and investment strategies, enhancing its service offerings. The company targets a broad client base, including investors and their advisors, looking to explore opportunities in the digital asset space.
FNBH Bancorp is a Howell, MI-based company in the Financial Services sector.
THEBANK-SBT is a Defiance, OH-based company in the Financial Services sector.