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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.
Paho Who Federal Credit Union is a Washington, DC-based company in the Financial Services sector.
Spire Federal Credit Union is a Saint Paul, MN-based company in the Financial Services sector.
Terra Nova Financial Group, Inc. is a holding company that operates through two primary subsidiaries: Terra Nova Financial, LLC (Terra Nova) and RushGroup Technologies, Inc. (RushGroup). Terra Nova operates as a self-clearing, online broker-dealer that offers trading in a broad suite of securities, including domestic equities, options, exchange-traded funds (ETFs), commodity futures and options, fixed income securities, mutual funds and foreign exchange, as well as limited foreign equities and futures. RushGroup is a real-time financial technology company. Terra Nova provides market access, order execution, superior customer support and clearing services to professional traders and investors. RushGroup offers real-time market data platforms and direct access trading systems used by broker-dealers, institutional portfolio managers and traders, through three platforms.
Brown Investigative Group Inc is a Washington, DC-based company in the Financial Services sector.