Northwestern Mutual

Apprise Wealth Management is an independent Registered Investment Advisor based in Baltimore, MD, serving women across the country. With a focus on empowering women through major life transitions, such as divorce, career changes, and loss of a loved one, Apprise provides comprehensive financial planning and investment management services. Led by founder Phil Weiss, a Chartered Financial Analyst and Certified Public Accountant, the firm is dedicated to helping clients gain clarity about their financial situation, create a roadmap for financial confidence, and achieve a brighter financial future. Apprise understands the challenges of life transitions and their impact on financial well-being. By working closely with clients, the team at Apprise helps define financial priorities and develops customized plans to achieve their goals. With a commitment to serving as a trusted partner in decision-making, Apprise aims to eliminate financial stress and empower clients to not only withstand life's changes but flourish through them. Whether facing a major life transition or seeking ongoing financial education and guidance, Apprise Wealth Management is dedicated to helping women take control of their financial future and pursue a life they desire.Generated from the website

When it comes to preparing for your financial future, I understand that each person’s needs are unique. That’s why when you contact me at my Sparks office, you’ll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial ...

Marathon Capital Management, established in 1998, is a registered investment advisory firm located in Hunt Valley, MD, dedicated to guiding individuals and families through their financial journeys with tailored investment strategies. The firm emphasizes a holistic approach to wealth management, ensuring that their investment solutions align with clients' broader financial goals, including growth, income, and security. As an employee-owned firm, Marathon Capital Management prides itself on its client-first philosophy, offering personalized financial planning, estate planning, and risk management services. Their experienced team specializes in creating customized investment programs that focus on long-term growth, capital preservation, and a commitment to maintaining strong client relationships. Generated from the website