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Brent Rupnow
CEPA®, CFP®, APMA®, CLU®, ChFC®
Via Luce Capital Corporation
At Via Luce Capital, we believe clarity and confidence should define your financial future. That's why we take a different approach-one that blends cutting-edge data analysis with personalized,...
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Tom Hagigh
EPE Wealth Advisors
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an...
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Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
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Allen L. Frederick
Farther Finance Advisors, LLC
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country,...
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Malcolm E. Polley, CFA
CFA®
Barnwood Capital LLC
The bottom line? You are first! At Barnwood Capital, we work diligently to help meet your financial needs and expectations. Our independence (our owners are our employees) allows us to focus on...
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Latest Blog
10 min read
03 Oct 2025
6 Strategies to Protect Ultra-High-Net-Worth Family Wealth
Generally, you are considered high-net-worth if you have more than $1 million in highly liquid assets, such as cash, stocks, and other investments that can be converted into cash relatively easily. The exact number can vary depending on the bank or financial institution, but $1 million is the usual benchmark....
10 min read
15 Sep 2025
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job. After all, your portfolio is more than just numbers. It is, in fact, the door to your future. It carries the potential to fund your dreams, protect you in times of uncertainty, and give...
9 min read
18 Aug 2022
Bottom-Up vs. Top-Down Investing: Differences and Benefits Explained
The world of investing can be quite overwhelming for newcomers. Not only do you have to keep track of various factors such as market trends, price movements, the economy (both local and international), past returns, and more, but you also have to match those with your own time horizon and...
Popular Articles
6 Strategies to Protect Ultra-High-Net-Worth Family Wealth
Generally, you are considered high-net-worth if you have more than $1 million in highly liquid assets, such as cash, stocks, and other investments that can be converted into cash relatively easily. The exact number can vary depending on the bank or financial institution, but $1 million is the usual benchmark....
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job. After all, your portfolio is more than just numbers. It is, in fact, the door to your future. It carries the potential to fund your dreams, protect you in times of uncertainty, and give...
Bottom-Up vs. Top-Down Investing: Differences and Benefits Explained
The world of investing can be quite overwhelming for newcomers. Not only do you have to keep track of various factors such as market trends, price movements, the economy (both local and international), past returns, and more, but you also have to match those with your own time horizon and...
Financial Planning for High-Net-Worth Individuals
Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. It is an integral part of any individual’s life, irrespective of factors like income, age, profession, etc. Financial planning adds discipline to your routine. It gives...
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