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LT CPAs & Company

LT CPAs & Company is a team of experienced accounting professionals providing clear and relevant advice in a timely and professional manner for Pasadena, San Marino, Altadena and surrounding areas. Their approach is to deliver an integrated solution by tapping into our years of experience and expertise to deal with everyday challenges.

The Holdsworth Group

The Holdsworth Group (“THG”) is a trusted and sophisticated advisor, capital partner and curator of alternative investments for family offices and corporations worldwide.

Northern Trust

Complex investment and financial management needs can’t be met by standard solutions. Their clients believe in the promise of something greater. So whatever your greater, Northern Trust can help you achieve it. For more than a century, Northern Trust has worked hard building their legacy of outstanding service, expertise and integrity. From a Chicago-based bank […]

O’Connor Wealth Management

Morgan Stanley Smith Barney

First Financial Consulting

First Financial Consulting is a financial planning firm that has been serving the Pasadena community for over 35 years. They provide their clients with 100% objective advice, working on a fee-only basis to remain free from any potential conflict of interest. They never sell any product and never take commissions. Simply put, their success is […]

Wells Fargo Advisors

Western International Securities

Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation’s largest financial institutions with the personal touch that is missing in so many firm today.