Cra Financial Services

Founded in 1985, Center For Financial Planning Inc is a Michigan-based Registered Investment Adviser with a commitment to personalized financial planning. Their investment advisory services cater to a diverse clientele through specialized practice groups focusing on emerging wealth and high-net-worth families.

Cresset Capital is an independently owned multi-family office based in the United States, focusing on private wealth management for ultra-high-net-worth families and entrepreneurs. The firm emphasizes opportunistic real estate investments, with over $1.5 billion deployed in value-add and development strategies across various asset classes, including logistics, while also engaging in broader sectors like private equity.

CFO4Life, a registered investment adviser based in the U.S., specializes in comprehensive wealth management and personalized financial planning for business owners and executives, focusing on asset protection and successful retirement strategies. The firm emphasizes tailored services without proprietary products to ensure client priority and long-term financial independence.

Established in 2016 and headquartered in California with operations in New York, SCP Investment, LP is a Registered Investment Adviser focused on managing capital through alternative investment funds and outsourced CIO services, utilizing fundamental insights across public and private markets.

Creation Investments Capital Management, LLC, with 18 years of impact investing experience, is a private equity and credit firm focused on financial inclusion in emerging markets, managing $1.8 billion in assets globally.

Founded in 2012, Personal CFO Solutions LLC is a registered investment advisory based in Chester, NJ, managing approximately $1.2 billion in assets. The firm specializes in financial planning and portfolio management for a diverse client base, including high-net-worth individuals and pension plans.