investment advise

Quadrant Regulatory Group provides Broker-Dealers and Registered Investment Advisers with services that support compliance with SEC, FINRA, MSRB, NFA, and state securities laws. Quadrant compliance consultants deliver expert guidance, ongoing assistance during regulatory examinations, compliance support, testing, FINOP, and financial and accounting services. Quadrant has a dedicated team of Certified Anti-Money Laundering Specialists that perform independent tests of firms’ anti-money laundering compliance programs. Our mission is to provide effective, efficient, and expert regulatory guidance to our clients in order to allow them to concentrate on their business.

Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Burnham Gibson Wealth Advisors, Inc. (Burnham Gibson), a registered investment adviser.

Strategic Vision Wealth Management provides trustees and attorneys with specialist and independent advice in Oxford and Oxfordshire. We work in conjunction with your professional advisers, including accountants or solicitors to ensure the outcome you require is achieved.

Asset Management

Accountants in Tualatin, OR

We strive to be one of the top leaders in the industry by providing strategic approaches with innovative solutions to our clients’ unique financial needs. Investment Advisory Services are offered through Grubb Wealth Management, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning. We are also a Registered Investment Adviser, meaning we follow a fiduciary standard. Our fee-only structure, where we are compensated by a percentage of the assets we manage, enables us to provide advice that is free of bias. Our legacy as a CPA firm makes us uniquely qualified to sell advice and not products.