| Name | Title | Contact Details |
|---|
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Clayton Holdings LLC, a wholly owned subsidiary of Radian Group Inc. (NYSE: RDN), is a premier global provider of mortgage and real-estate market risk management solutions including risk-based analytics, residential loan due diligence, consulting, surveillance and staffing solutions. The company`s subsidiaries include: Green River Capital, customized REO asset management and single-family rental services; Red Bell Real Estate, advanced AVMs, BPOs and technology to acquire, value and track performance of loan portfolios and NPLs; ValuAmerica, national title, appraisal management company and vendor management technology provider; and Clayton Euro Risk, global services.
Pyx Financial Group Inc. is a North Vancouver, BC-based company in the Financial Services sector.
F Curtis Barry is a Henrico, VA-based company in the Financial Services sector.
U M I Funding Inc is a Miami, FL-based company in the Financial Services sector.