The Americas Group is a high‑caliber wealth management team based in Boca Raton and Miami, bringing over a century of combined experience to serve affluent individuals and institutions—from central banks to endowments—with tailored financial strategies and award‑winning insights. They pride themselves on disciplined planning, attentive market analysis, and concierge‑level service designed to elevate every aspect of their clients’ financial affairs.

The Weber Group is a financially seasoned team in Cranberry Township, PA, combining over 60 years of collective experience to deliver personalized, goal‑driven financial plans—from growth and income strategies to wealth preservation—and institutional-level portfolio management backed by disciplined research. They excel in comprehensive, concierge‑style service rooted in meticulous planning, analytical insight, and a steadfast commitment to guiding clients through every facet of their financial journey.