Parcion Private Wealth’s Post

S&L is proud to announce that Dalal Salomon has been named #2 in Virginia - South on Forbes - SHOOK Research Best in State Wealth Advisors list! See article for the complete list & methodology. Disclosures: Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Forbes or SHOOK Research in exchange for this ranking. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.

Okay, so investing isn’t foolproof. But you stand a better chance of gaining money than losing it, if you lean on someone who understands total wealth management. Hint: we’re talking about us 🙋 Check out our latest blog to learn more. https://lnkd.in/gfpRa6Hz #financialfreedom #propertyinvestment #stockmarket #diversification #wealthpartners #financialplanning

Excited about our forthcoming partnership with Index Wealth. A special thank you to Erol Doganay and Richard Jewell for visiting us and providing an in-depth comprehensive overview on your operations. Our team Ratib Zaman, Helen Shi, Tony Ly and myself, we are confident that this collaboration will be mutually beneficial and significantly enhance the value we provide to our clients. #OxcelFinance #IndexWealth #Networking #Collaboration #BrokerageMeeting #FinancialSolutions #MarketInsights #BusinessDevelopment #personalinsurance #superannuation #investment #Financialplanning

Over the next 20 years, $20 trillion in wealth is expected to change hands.  Are you ready for the #GreatWealthTransfer? Join experts Christopher Holtby and Lacey Shrum during a 15-minute webinar as they share the secrets to integrating trustee services and securing your share of this massive wealth transfer. Don’t miss out on positioning your business to attract and effectively manage new wealth! Register Here 👇 https://lnkd.in/gPXZY-Vk #TrusteeServices #WealthManagement #FinancialAdvisors

Quick 15-Minute podcast giving advisors the tools to take irrevocable trust business away from bank trust departments.

15 minute podcast giving you a few tips and trick to increase your fee-based revenue!

When it comes to wealth management, planning for the future is key. #SecuringYourLegacy isn't just about money - it's about preserving the stories and values that you and your family share. That’s why we’ve made it our mission to help you plan for a smooth wealth transfer through comprehensive #EstatePlanning services. Secure your legacy today with our tailored solutions and expert advice - ensuring that everything of value is passed down to the right people. #lionswealth can help you make sure your values are preserved for generations to come!

Benefits of Wealth Management - Transparency - Quality Portfolio - Higher Returns - Low Expense - Diversified Risk . . . T-BULL INVESTMENTS Proudly Stands with #NISMCertification, Showing our Dedication to Excellence, We Invite You to Join the T-Bull Investments Family Today, Make smart Investments & Dive into a World of Financial Success. Don't miss out! How to Get Started: - DM us for a Confidential Consultation. - Unlock your Personalized Investment Plan. - Watch your wealth soar with T-BULL. ☎️ +91 95022 55666 https://lnkd.in/gV8wPDgw . . Disclaimer: Past performance is not indicative of future results. Investments involve risk, and the value of your investment may fluctuate. . . . #WealthManagement #StockMarket #StockMarkeetTips #Trading #StockMarketInvestements #investmentservices #stockmarket #investments #investmentopportunity #investmenttips #investmentstrategy #financialadvice #financialadvisor #FinancialAdvisoryServices #financialadvisortips #financialadvice #financialplanning

One of the myths about working with a financial advisor is you'll have more options with a wirehouse brokerage than an independent firm. These huge Wall Street firms have some great people and investment options, and they're backed by an impressive array of products, research, and support services. However, they're not your only choice. Eagle Capital offers you more investment options because we're not tied to one set of investment products. You won't feel like a number at a Big Wall Street firm. We help you and your family maximize returns by being more consistent balancing risks with Smart technology. We do this across multiple platforms, so you're not limited to what's on the "menu" at your current firm. You owe it to yourself to consider your options. You deserve better - Eagle Capital. #retirementplan #investing #financialplanning #technology #independent #wealthmanagement #finance #investment #culture #ria #financialadvisor #poweredbyconcurrent www.eaglecapadvisors.com