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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
We help our clients make life easier for their customers. Interactions and transactions worth billions of dollars are made by millions of people all over the world, using Monitise technology. They book tickets and accommodation, and they buy and sell online. They pay bills and move their money around. They perform everyday tasks on all kinds of devices. And we help them do it all smarter and faster than ever. Since we were founded in 2003, we`ve been among the first to innovate in banking apps. In the early days, we linked banks to mobile phone operators so people could manage their finances and make payments from their phones. Today, we work in the UK, North America and the Middle East, helping brands create amazing digital experiences in financial services, retail, telecoms, automotive, sport and travel. So far.
Galecki Financial Management is a Fort Wayne, IN-based company in the Financial Services sector.
Crabel Capital Management, LLC is one of the leading companies in Financial Services industry. Crabel Capital Management, LLC is based in Milwaukee, WI. You can find more information on Crabel Capital Management, LLC at www.crabel.com
Northstar Financial is a Omaha, NE-based company in the Financial Services sector.