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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.
Swan is a leading Bitcoin financial services company. The Swan app simplifies Bitcoin purchases with instant and recurring buys. Swan IRA provides a tax-advantaged solution for saving Bitcoin in retirement accounts. For HNWIs and businesses, Swan Private provides white-glove service for large purchases, treasury solutions, and employee Bitcoin benefits. With Swan Vault, clients can easily custody their own Bitcoin with peace of mind. Financial advisors trust Swan Advisor for client Bitcoin allocations, backed by world-class custody and educational content. Swan prides itself on exceptional client service, making #Bitcoin accessible to all. For more information, please visit swan.com.
Amalgamated Bank of New York is a New York, NY-based company in the Financial Services sector.
Ocala National Bank is a Ocala, FL-based company in the Financial Services sector.
We have been a mainstay of St. Louis community banking since 1906. Currently, we rank among St. Louis` largest locally owned banks with assets of about $1.9 billion and deposits of $1.4 billion. We provide integrated financial services with expertise in commercial, retail and digital banking; business treasury management; mortgage lending; consumer lending; and insurance. We are a local leader in the St. Louis Regional Unbanked Task Force and its Bank-On Save-Up St. Louis initiative. Since 2001, Midwest BankCentre has consecutively achieved the Bauer Financial 5-Star Superior financial rating each quarter. Founded in St. Louis in 1906, we employ a staff of 300 currently working at 19 locations in the City of St. Louis, St. Louis County, Jefferson County and St. Charles County. In April 2015, we acquired Southern Commercial Bank, formed in 1891. In July 2016, we completed the purchase of Bremen Bank & Trust Co., founded in 1868. Midwest BankCentre is an equal opportunity employer and is committed to promoting an inclusive and diverse workforce. Favorites & links do not equal endorsements.