Ziegler

Capitol Securities Management, based in Glen Allen, VA, combines big firm technology with a regional firm culture to provide individual investors with personalized solutions. Their financial advisors are empowered to offer unbiased advice tailored to each client's unique needs and goals. With offices spanning from southern Florida to upstate New York, Capitol Securities Management offers freedom and flexibility in financial planning no matter where you reside. Their team of professionals focuses on empowering advisors to deliver personalized wealth management advice and portfolio design to help clients achieve their financial objectives.Generated from the website

Chesapeake Wealth Management, Inc in Williamsburg, VA is a distinguished firm comprised of highly qualified investment and trust professionals dedicated to growing and safeguarding clients' wealth. With a focus on personalized service and in-house decision-making, they offer a comprehensive approach to wealth management, including complimentary portfolio and estate plan reviews. Their team of portfolio managers, trust officers, and advisors work collaboratively with clients' accountants and estate planning attorneys to ensure a cohesive and efficient wealth management strategy. With main offices in Williamsburg, the Northern Neck, the Middle Peninsula, and Richmond, Chesapeake Wealth Management provides premium investment and trust services tailored to individual financial goals and legacies.Generated from the website

USI Holdings Corporation is one of the largest insurance brokerage firms in the United States. The company provides general, specialty property and casualty insurance products. It also offers employee benefits outsourcing and related consultation services. USI Holdings Corporation maintains a network of more than 75 local offices in over 20 U.S. states. The company's subsidiary, USI Consulting Group, is one of the largest employee benefit consulting and outsourcing firms in the U.S. Its other subsidiary, USI Affinity, specializes in providing insurance, financial and risk management services to individuals, professionals and business owners through their association memberships. USI Holdings Corporation is a portfolio company of Goldman Sachs Capital Partners, which is a private equity affiliate of Goldman Sachs & Company.