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At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Travis Credit Union (TCU) was founded on the principle of People Helping People. Every day, we strive to make a difference in the lives of our members and in the communities we serve. Every staff member at TCU follows this traditional credit union conviction - helping people to improve their financial lives. TCU is a leading financial institution in Solano, Merced, Yolo, Napa and Contra Costa counties, and is among the top 100 credit unions in the country when ranked by assets, which currently total over $2.7 billion. Travis serves more than 190,000 members and has 23 branches serving 12 counties in Northern California and we are the Employer of Choice in the Communities that we serve.
Armory Fund is a San Rafael, CA-based company in the Financial Services sector.
Westport was founded in 2005 by Russel Bernard and a core team of principals who collectively have over 100 years of Real Estate investment management, operating, consulting, and brokerage services experience. Our senior investment professionals have worked together for an average of nearly 20 years – at Westport for over a decade and previously at Oaktree, where Mr. Bernard led that firm’s global real estate investment business for 10 years. As an independent firm specializing exclusively in opportunistic real estate investing, Westport focuses on generating consistently attractive risk-adjusted returns through a wide range of value-added transactions, distressed assets, financial securities, off-market situations, operating partnerships, development opportunities both domestically and internationally, and `hands-on` solutions to complex situations on behalf of our investors. Westport operates from offices in: Wilton, Connecticut; Los Angeles, California; London, England; and Bozeman, Montana. Together with our investment teams, the firm’s Legal, Compliance, Operations, Accounting, Investor Relations, and Administrative professionals work in close partnership to ensure the institutional quality and rigorous standards of Westport`s investment products, client services, operating partners and our organization overall.
Northstar Bank of Texas is one of the leading companies in Financial Services industry. Northstar Bank of Texas is based in Denton, TX. You can find more information on Northstar Bank of Texas at www.nstarbank.com