Tag: Financial Planning7
Impact Investors Tag: Financial Planning 3
Sort by:
- < Back to All Tags
Investor
Mission Wealth
United States of America
Mission Wealth is an independent financial planning and investment management firm with offices from San Francisco to Los Angeles, CA. They strive to deliver what affluent families need most – comprehensive, holistic and unbiased wealth management advice. They are dedicated to helping their clients solve both common and unique challenges in managing their wealth.
| Type: Investment Fund Manager | Geography: United States of America | Impact: Access to Financial Services |
Investor
Staalbankiers
Netherlands
Private banking Staalbankiers is a committed private bank which was founded in 1916. The Bank is 100% subsidiary of Achmea. The core core business is to support their clients in determining their financial goals.The core services include the mapping of the financial management of clients. The basis of this inventory your needs and your financial goals. This analysis is then translated into an appropriate integral building your investment portfolio. In addition to these quality services Staalbankiers provides a number of services you would expect from a good private bank.
| Type: Bank | Geography: Netherlands | Impact: Access to Financial Services |
Investor
Threshold Group
United States of America
Threshold Group is a family owned wealth management firm that serves high net worth families individuals and foundations in over 26 states from offices in Gig Harbor WA Seattle Philadelphia and San Francisco. Ranked among 2015 s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM) Threshold Group provides investment management family office administration family meeting facilitation and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values .
| Type: Wealth Manager/Advisor | Geography: United States of America | Impact: Access to Financial Services |