# personal wealth manager

Sperow Daus - About Us | Wells Fargo Advisors Sperow Daus Private Wealth Management » Discover tailored financial solutions for high net worth individuals with our private wealth management group. Our expert financial advisors, Gray Daus and Dan Sperow, based in Charlotte, North Carolina provide premium, luxury, and personalized strategies to grow, protect, and preserve your wealth. Explore exclusive investment opportunities and comprehensive wealth planning services for a secure financial future. Fa.wellsfargoadvisors.com

James Maher, MJ, AAMS™ » James brings over 10 years of experience in financial planning to Calamos Wealth Management focused on holistic financial planning, investment planning, and behavioral investment counseling. Wm.calamos.com

MJ "Buddy" Romero, Partner and Private Wealth Advisor - Tallahassee, FL 32308 » Learn more about Northwestern Mutual's MJ "Buddy" Romero, Partner and Private Wealth Advisor in Tallahassee, FL 32308 Northwesternmutual.com

Wealth Management and Financial Services from Merrill Lynch » Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career. Ml.com

The Dalal Group | Paramus, NJ | Morgan Stanley Wealth Management » The Dalal Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Insights and Outcomes, and Financial Wellness. Advisor.morganstanley.com

MJ Retirement Team Archives - The MJ Companies » Additionally, she has contributed to multiple local private wealth management firms. These varied experiences have honed her expertise, enabling her to … Themjcos.com

Shawn Wamstad - Principal - Bernstein Private Wealth Management | LinkedIn » Principal at Bernstein | Investment Advisor | Specialist with Business Owners, Nonprofits & Medical Groups · I work with closely-held business owners, corporate executives, nonprofit organizations, and specialty medical groups who are seeking to build deep and long-lasting relationships. Successful in their fields of business, my clients appreciate hard work and are open to thoughtful advice. They are compassionate and find fulfillment in serving others.<br><br>The primary goal of many of my clients is the protection of capital and reasonable growth beyond that. Taking into consideration every aspect of their financial situation and getting to the heart of what they want to accomplish, I partner with my clients to build a holistic and strategic investment plan. When working with business owners prior to an exit, my main focus is to maximize their after-tax sales proceeds. As my clients advance in age and their assets increase, my focus shifts to proactively de-risking their portfolios.<br& Linkedin.com