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Advisor Team

THG Albuquerque Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The THG Albuquerque team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Albuquerque - Eubank Blvd NE, NM

Advisor Team

Parros Team

With more than four decades of combined experience, the Parros Team provides broad based, goals focused financial planning and a structured approach to portfolio management. We take the time to understand your priorities, time horizon, and risk tolerance—then update your strategy as your circumstances or market conditions change.

Ann Arbor, MI

Advisor Team

Thompkins Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Thompkins team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Atlanta, GA - Buckhead

Advisor Team

Emerald Team

The Emerald team believes trust begins with transparency. That’s why we take a straightforward approach to both our advice and our fees—helping eliminate surprises and set clear expectations from the start. As part of Wealth Enhancement, we combine a deeply personal service model with the resources of a national firm, allowing us to deliver comprehensive, integrated financial planning tailored to each client’s life and goals. 

Raleigh, NC - Sunday Drive

Advisor Team

Madison Oaks Team

The Madison Oaks team provides comprehensive wealth management and financial planning for affluent individuals, families, and retirees. Leveraging decades of experience, we deliver personalized guidance in investment management, retirement income planning, tax-efficient strategies, estate planning, and wealth preservation.

Raleigh, NC - Sunday Drive

Advisor Team

Kaminsky-Silverman Team

We believe wealth is about more than financial success. It is about creating the freedom to live with confidence, support the people you love, pursue meaningful opportunities, and leave a legacy. Our approach begins with understanding the person before the portfolio. Every client has unique goals, values, and aspirations.

New York - Grand Central, NY

Advisor Team

Shufro-Glass Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Shufro-Glass Team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

New York - Third Ave

Advisor Team

Rock Point Team

The Rock Point team works closely with clients to understand what matters most to them and build a wealth management approach around their unique goals, needs, and priorities. The team has deep experience helping clients navigate complex financial situations, including concentrated stock positions, thoughtful company research, integrated tax planning, and estate planning considerations.

Brentwood, TN

Advisor Team

Ascent Team

The Ascent Team believes financial planning is about more than managing assets about helping you work toward a life aligned with your goals and priorities. We take a broad-based approach to wealth management, developing strategies based on your objectives, values, and vision for the future.

Advisor Team

Miramar Team

With more than 70 years of combined experience managing investment portfolios, the Miramar Team specializes in designing customized investment strategies focused on preserving and growing our clients’ hard-earned wealth. We believe in the power of dividend investing to provide stability and long-term growth, helping clients including individuals, foundations, and family offices, navigate market volatility while building resilient portfolios aligned with their financial goals.

Northbrook - Dundee Rd, IL