SWAN Capital

Alphastar Wealth Management in Pensacola, FL, is dedicated to guiding individuals, families, businesses, and institutions toward secure retirement by understanding their unique planning objectives. The firm offers a range of holistic financial services, including income and investment management, tax and healthcare planning, and estate legacy planning, aimed at helping clients build, preserve, and manage their wealth throughout all stages of life. With a team committed to ethics and integrity, Alphastar Wealth Management emphasizes personalized attention and a proactive educational approach to financial planning. Clients benefit from tailored strategies that align with their retirement goals, supported by continuous guidance from experienced financial professionals throughout the entire planning process. Generated from the website

C Squared Wealth Strategies, also known as C2 Wealth Strategies, is an independent financial services firm based in Mobile, AL, dedicated to helping clients create and sustain wealth through a comprehensive range of financial planning, risk management, investment management, and tax strategies. Established in 2009 by Wes and Gini, the firm emphasizes building long-term personal relationships and delivering tailored financial advice, ensuring clients feel like family every step of the way. With a commitment to integrity and impact, C2 Wealth Strategies adopts a collaborative, team-based approach to financial planning, catering to clients of varying needs and backgrounds without minimum requirements. Their goal-oriented philosophy centers on simplifying complex financial situations, while maintaining a focus on protecting client interests and growing their wealth for future success. Generated from the website