Broker Check

STRATEGIC SERVICE PARTNERS

Just as we stand behind you to help you pursue your financial life goals, we have highly skilled teams of specialists who stand behind us with research, resources, technology, and insights that help us support you. Over 27 years of due diligence, we believe that we have the right people and organizations in place. These are like-minded people who have committed to serving our clients' best interests now and for generations to come.

Most importantly, we are independent of our strategic service providers. They serve purely by merit and not reward. Here are a few noteworthy organizations we engage:

Founded in 1987 and located in Scottsdale, Arizona, United Planners provides full brokerage, investment advisory, insurance, and compliance services for independent advisory firms throughout the United States. Their "client oriented" service and support, coupled with their advanced technology offerings, set United Planners apart from other Broker-Dealer firms. Wonderful culture. Wonderful people.

As a wealth manager, we seek a fully-integrated digital solutions platform that supports our value proposition and one that best serves our clients' evolving needs. SEI has over 40 years of objective in-house due diligence vetting investment managers and portfolio solutions. And with the SEI Wealth Platform technology, we can deliver superior multi-family office services, tax management, and advanced reporting on demand.  It's a hands-down good relationship for nearly 20 years.

When it comes to developing sophisticated investment strategies, we are, at our core, analytically driven and research-focused. That's one of the reasons we selected City National Rochdale as a strategic investment manager to help us intelligently design custom portfolios for our high-net-worth clients. Our portfolios bridge what is essential to our clients' needs, wants and wishes for their personal, family, and charitable goals. 


Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2 trillion in assets under management. Founded in Los Angeles, California, in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia, and Europe. We use Capital Group as the investment manager for 5 POINT's 401(k) plan, and many of our small business clients' retirement plans.