Experts in Wealth management Top 5 experts

James Rosebush

James Rosebush

Washington, DC | Founder and CEO at GrowthStrategy, Inc, Former Reagan White House Official . Columnist for Business Insider

James Rosebush is a widely recognized leader in building and managing corporate and philanthropic organizations and serving as the outsourced CEO for wealthy individuals, families, and family offices. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc. advising on management strategies, finance and wealth management, marketing, and communications, throughout the world. He pioneered a holistic approach to organizational consulting which has resulted in measurable growth in earnings or assets under management for corporate clients. GrowthStrategy... Read more

Todd Schuster

Todd Schuster

Utica, MI | Financial Consultant since 2005

Registered General Securities Representative Series 7, 63 and 65 Property & Casualty, and Life, Accident and Health Insurance Licenses Advise clients through proactive retirement distribution planning with focus on risk management thru portfolio diversification and protection planning. • Focus: retirement income streams, tax planning and risk management • Assist clients with determining income distribution strategies, lifestyle needs, pension maximization approaches and spending timelines for pending retirement • Analyze and recommend adequate protection strategies for... Read more

Stephen Kent

Stephen Kent

Scottsdale, AZ | Investment Consulting

A consulting practice was established in 2007 following Steve's retirement after a career spanning five decades. During this period, Steve developed a well-earned reputation as a clear, independent thinker who brought reason and good judgment to the analysis of the economy and the capital markets. His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers as well as attorneys and accountants., Read more

James McIntosh

James McIntosh

Richmond, VA | CEO & President of 30 year old wealth management firm (+$700m under management), consultant and executive coach since 1990

I am currently the CEO of a 30 year old wealth management firm with over $700m under management. My contract enables me to continue with limited new executive coaching. I continue to serve existing clients and organizations -- some have been clients for more than 10 years and counting. Every since I became involved in strategic planning in the early 1980s, my focus has been on effectiveness and outcomes that matter. Hence my key coaching question: can I help this leader or executive become even more effective? I focus on 4 main areas, based on the MESS many executives find themselves... Read more

James Pavik

James Pavik

Mathews, VA | A FIDUCIARY FOR YOUR FINANCIAL FUTURE: President/Chief Investment Officer & CWM ®, ChFEBC℠ at PAVIK WEALTH MANAGEMENT Inc.

CWM ® Chartered Wealth Manager - AAPM/AAFM ® Board ChFEBC℠ Chartered Federal Employee Benefits Consultant As the financial world becomes more complex, and investment choices multiply, careful planning becomes ever more important to helping individuals and business achieve their financial goals. As your Financial Fiduciary, our role is to work with you to help you develop a plan that lays out a clear path to your goals - a plan that we develop in collaboration with you - and one that you can follow with confidence in the face of the market's ups and downs. Managing wealth... Read more