Chartered Capital Advisers, Inc.

Chartered Capital Advisers provides merger & acquisition, valuation, and corporate financial advisory services on behalf of corporate clients, investors, financial institutions, attorneys, accountants, and participants in employee benefit plans. Since we opened our New York City office in 1988 we have served over 700 clients of all sizes throughout the world in a broad range of industries. We offer clients a unique blend of seasoned professionals with extensive financial advisory and operational experience. All of our professionals have occupied senior positions at Big Four accounting firms, investment banks, commercial banks, valuation and appraisal firms, or in private industry.

Tax Roadmap, LLC

We are a Tax Advisory and Resolution Firm that specializes in helping individuals and businesses solve their tax debt problems with the IRS and State tax agencies. We Believe there is a solution to every problem. Our Commitment is to steadfastly represent our clients before the IRS and State tax agencies, and obtain the best possible tax solution so that our clients can get relief and move forward with their lives. Our Tax Attorneys and CPAs also advise clients on the tax implications of their business transactions.

All Benefits Group

Nuestra compañia tiene como Objetivo buscar los mejores y más completos planos de Beneficios que PUEDAN ser adquiridos en forma privada por familia Cualquier sim importar su origen.

Cantwell Associates

Cantwell Associates offers a unique solution to a common problem experienced by many middle market businesses -- the need for an experienced financial professional who can provide strategic advice, as well as assist with the implementation of mutually agreed upon recommendations.

Capital Family Office

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/