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Apella Capital is an employee-owned financial advisory firm based in Lenox, MA, offering innovative planning and investment solutions rooted in independent, evidence-based thinking. With a commitment to transparency and long-term success, their experienced advisors provide expertise in areas such as retirement planning, college planning, business needs, legacy protection, and philanthropy. Apella Capital's comprehensive approach is built on a rigorous, methodical approach that utilizes data, best practices, and academic research to make clients' goals a reality. Whether individuals and families are starting out, focused on the future, or already retired, Apella Capital helps clients gain confidence in their financial well-being and achieve their most important long-term goals.Generated from the website

Arc Investment Planning & Management is a financial services firm based in Lenox, MA, specializing in personalized investment planning and management services. With a focus on long-term financial growth and stability, the company works closely with clients to develop tailored investment strategies to help them achieve their financial goals. Generated from their business information

Renaissance Investment Group LLC, located in Lenox, MA, is a long-term quality growth investor that specializes in tailored portfolio management services to meet individual client objectives, including income needs and risk tolerance. The firm emphasizes a diversified investment philosophy, focusing on quality companies with consistent revenue and earnings growth, and offers comprehensive financial counseling as an integral aspect of their asset management approach. With a significant emphasis on managing funds for foundations, endowments, and non-profits, Renaissance is committed to ethical investing and personalized socially responsible investment portfolios. Their team conducts thorough research and analysis while participating in high-level investment committee discussions, ensuring clients receive insightful economic commentary and updates relevant to their investment strategies. Generated from the website