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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.
Premier Bank USA is a Denver, CO-based company in the Financial Services sector.
First National Bank Minnesota is a Saint Peter, MN-based company in the Financial Services sector.
The Federal Home Loan Bank of Cincinnati is an $103 billion, triple-A rated regional wholesale bank. We’re helping to build stronger communities by expanding housing and economic development opportunities to 732 member institution stockholders through the provision of loans and other banking services in Kentucky, Ohio, and Tennessee. The FHLBank System, including 12 district banks and 7,540 members, was chartered in 1932 by the U.S. Congress to promote housing finance but is wholly owned by its member institution stockholders and does not use taxpayer dollars. We recognize and appreciate the valuable contribution of a diverse workforce!
Woori Bank is a New York, NY-based company in the Financial Services sector.