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Help With: Estate Planning

Raleigh, NC

Mike Palmer

Ark Royal Wealth Management

Specialties and Expertise

High Net Worth PlanningCash Flow AnalysisTrust Services+1

Typical Clientele

RetireesHigh Net Worth Individuals+3

Pricing Model:

Flat Fee

Number of Clients

Years of Experience:

26 years

Hauppauge, NY

Larry Sprung

Mitlin Financial Inc®

Specialties and Expertise

Succession PlanningCollege PlanningTax Minimization Investment Strategies+3

Typical Clientele

InheritorsProfessional Athletes+4

Pricing Model:

AUM

Number of Clients

200

Years of Experience:

24 years

Wyoming, PA

Matthew Zeigler

Sunpointe Investments

Specialties and Expertise

Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2

Typical Clientele

Business OwnersHigh Net Worth Individuals+3

Pricing Model:

Flat Fee

Number of Clients

N/A

Years of Experience:

18 years

New York, NY

Isaac Mamaysky

QuantStreet Capital

Specialties and Expertise

Ultra High Net Worth PlanningPortfolio ConstructionWealth Accumulation and Preservation Strategies+2

Typical Clientele

Ultra High Net Worth IndividualsWealthy Families+6

Pricing Model:

AUM

Number of Clients

N/A

Years of Experience:

N/A

Phoenix, AZ

Jake Guttman

Rosevest Financial

Specialties and Expertise

Succession PlanningHigh Net Worth PlanningRetirement Income+4

Typical Clientele

Business OwnersEntrepreneurs+2

Pricing Model:

AUM

Number of Clients

N/A

Years of Experience:

8 years

Pittsburgh, PA

James Kampetis

Carson Wealth

Specialties and Expertise

Retirement IncomePortfolio ConstructionCash Flow Analysis+3

Typical Clientele

RetireesCorporate Executives+3

Pricing Model:

Flat Fee

Number of Clients

220

Years of Experience:

N/A

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