Integris Real Estate Investments offers accredited investors access to private equity real estate investment opportunities. With over 30 years of experience, Integris transforms underutilized and undervalued commercial properties into valuable assets. Their strategies include land entitlement, repositioning of commercial assets, and development of both commercial and residential properties. Integris provides private real estate investment funds, mortgage investments, and resources designed... Read More about Integris Real Estate Investments

Flagstar Private Bank in Newport Beach, CA delivers tailored solutions for clients with specialized banking, lending, and wealth needs. Our private bankers are experienced, knowledgeable, and provide a single-point-of-contact to work with individuals, families, and businesses on strategic wealth management, customized lending, and premier banking services—all with the responsiveness and discretion you expect. Partner with a team that’s committed to... Read More about Flagstar Private Bank

NOW CFO is a “roll-up our sleeves” full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth. Our advisors partner with... Read More about NOW CFO-Newport Beach

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.