Moraes & Cassidy Group LLC

Bridgeway Capital Management, based in Sausalito, CA, is an innovative asset management firm that emphasizes a statistical evidence-based investment approach. Since its inception in 1993, the company has prioritized putting investors' interests first while committing to donate 50% of its profits to organizations that create positive change in the world. With a focus on servant leadership and global impact, Bridgeway offers a range of investment solutions, including mutual funds, ETFs, and sub-advisory services, tailored for select institutions and advisors. The firm is distinguished by its commitment to diversity, with 67% of its partners identifying as women or members of underrepresented ethnic groups, and a culture that fosters collaboration and excellence. Generated from the website

Eagle Partners LLC is a San Francisco-based mergers, acquisitions, and corporate finance advisory firm, specializing in providing exceptional financial advisory services for strategic business transactions. With a focus on middle market clients, they bring years of collective experience across various industries, offering a wide range of services including capital raising, management buyouts, financings, recapitalizations, and mergers and acquisitions. Committed to aligning their interests with their clients, Eagle Partners LLC assists in achieving their objectives by providing the advantages of committed senior partner focus throughout the transaction process. Their middle market focus encompasses target assignments with enterprise valuations ranging from $5 million to $125 million EBITDA, $1 million to $20 million revenues, and industry agnostic expertise.Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations