We skillfully manage over $6 billion in assets, balancing clients’ needs both in and outside of Texas. Our team, comprised of 42 skilled professionals and with 20% employee shareholders, demonstrates our commitment to providing tailored wealth-management solutions backed by a stable and dedicated workforce. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning
Sentinel Trust Company, LBA’s Post
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[𝗖𝗔𝗦𝗘 𝗦𝗧𝗨𝗗𝗬] 𝗨𝗻𝗿𝗮𝘃𝗲𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗘𝘅𝗼𝗱𝘂𝘀 — 𝗧𝗵𝗲 𝗗𝗲𝗽𝗮𝗿𝘁𝘂𝗿𝗲 𝗼𝗳 𝗕𝗶𝗹𝗹𝗶𝗼𝗻-𝗗𝗼𝗹𝗹𝗮𝗿 𝗧𝗲𝗮𝗺𝘀 𝗳𝗿𝗼𝗺 𝗠𝗲𝗿𝗿𝗶𝗹𝗹 𝗟𝘆𝗻𝗰𝗵 Key Takeaways: • Industry shifts and cultural considerations drive billion-dollar teams to explore alternative platforms. • Independence offers advisors autonomy, flexibility, and enhanced client servicing capabilities. • Cutting-edge technology and client-centric focus emerge as pivotal factors in advisor decision-making. • Merrill Lynch faces the imperative to recalibrate its value proposition and fortify its position in an increasingly competitive wealth management landscape. Winthrop & Co. 💡 𝗥𝗲𝗮𝗱 𝗛𝗲𝗿𝗲: https://lnkd.in/ek4sKygk #Wirehouse #MerrillLynch #CorporateCulture
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Achieving financial clarity begins with strategic organization. By managing three key accounts—Everyday, Sinking Fund, and Savings/Investing—you can effectively streamline your daily expenses, prepare for future commitments, and build a strong foundation for long-term wealth. At NorthStar Portfolio Investments, our experts are ready to guide you on your journey to financial freedom with personalized strategies tailored to your goals. Contact us today to start your path toward financial independence. 📧 investments@onenorthstar.com 📞 1-888-600-1423 NorthStar Portfolio Investments, LLC | 80 Fourth St, Stamford, CT 0690 NOTE: Past performance is no guarantee of future results. A risk of loss is involved with investments in capital markets. Commentary in this summary constitutes the general views of NorthStar Portfolio Investments LLC and should not be regarded as personal investment advice. In addition, no assurances are made regarding the accuracy of any forecast made herein. #FinancialClarity #WealthManagement #StrategicInvesting #FinancialFreedom #InvestmentStrategy #SinkingFund #FinancialPlanning #SavingsGoals #EverydayExpenses #SmartInvesting #FutureWealth #PortfolioManagement #RetirementPlanning #WealthGrowth #InvestmentAdvisors #LongTermWealth #FinancialSecurity #OrganizedFinances #NorthStarInvestments #WealthBuilding #FinancialIndependence
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Meet our Founder and CEO, Zach Brodt . Zach and the team of professionals at S.L. Capital always strive to live up to the trust of their clients, and help them unlock their wealth’s full potential. Read more on the S.L. Capital team. https://lnkd.in/ePxjtHeE . . . #wealthmanager #scottsdalebusiness #wealthadvisor #wealthbuilders #investmentmanagement
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Will be curious to hear this topic. As large companies globalize, what is the relevance of their primary location any more and how does this impact traditional asset allocation strategies?
Does a company’s headquarters or where they do business matter more? Hear what value experts at Harris Associates, advisor to the Oakmark Funds, believe is true. Register here: https://lnkd.in/eGG7yqGd
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Return On Life Wealth Partners making very positive waves in wealth management.
We have some BIG news! Forbes just named Return on Life Wealth Partners a Best-in-State Wealth Management Team! Read about it in our latest press release: https://lnkd.in/gDueVDVY #forbes #bestinstate #wealthmanagement
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While Atlanta is our home, Regent Peak Wealth Advisors works with relationships in several out-of-state locations. How do we maintain routine and safe communications? Advancements in technology allow us to reach all of our relationships with the information they need, as Kevin Manning, CFP®, Chief Financial Officer, explains here. #financialplanning #wealthmanagement
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The future of advice is about a lot more than money. It includes helping clients: ~Write a family mission statement. ~Identify and prioritize their values and integrate this into their planning. ~Focus on their life fulfillment and how their relationship with money can support this. I appreciate how Simple is bringing this awareness into the Family Office community and for our partnership with Total Family Management to expand our offering and innovations for clients. #familyoffice #advice #estateplanning #wealthmanagement #legacy
Before holistic wealth management became a trend, Mission Wealth introduced Inspired Living and the 12 Dimensions of Wealth to help clients realise true wealth and build meaningful and fulfilling financial plans. More than two decades later, the firm enlisted Simple Expert Alex Kirby's Total Family Management (TFM) to bring family coaches and technology to scale its purpose-driven wealth management style. "TFM is helping our team understand the growing trend toward Wealth 3.0 conversations and planning and the importance of this whole-person guidance with our (family office) clients." - Seth Streeter, Founder and Chief Impact Officer. Read more in our latest case study: 👉https://bit.ly/4e8dNyR #FamilyOffices #WealthManagement #PrivateWealth #FamilyVision
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We have some BIG news! Forbes just named Return on Life Wealth Partners a Best-in-State Wealth Management Team! Read about it in our latest press release: https://lnkd.in/gDueVDVY #forbes #bestinstate #wealthmanagement
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Chief Market Strategist I Capital Markets I EdTech l Asset Management I Alternative Investments I EdTech Project Seeks Investors, Contact for Details.
Family Offices Were Asked: Why Do You Invest in Each Asset Class? Below is the data from a survey conducted by Preqin in November 2023, which highlights the reasons family offices invest in various asset classes. #familyoffice #hedgefund #tradebeez
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Everything you need to serve your clients and the autonomy to operate the way you want - IT'S RIGHT HERE.
At Thurston Springer, we don't just see the horizon, we own the compass. Our hybrid business model empowers us to leverage a bespoke wealth management platform that helps you redefine success with unparalleled autonomy and unwavering support. #ItsRightHere
