Financial Planning for Generations

Lindbrook Capital LLC is a boutique wealth management firm based in Los Angeles and New York, specializing in high-level investment advice and financial planning services for affluent families, individuals, foundations, and endowments. Founded on the belief that each client is unique, the firm offers comprehensive and objective guidance tailored to meet distinct investment and planning objectives. Generated from the website

Leonard Green & Partners is a private equity firm with more than $3 billion in equity capital under management. Founded in 1989, the firm has invested in more than 30 companies with aggregate value of more than $18 billion. Located in Los Angeles, LG&P invests in established companies that are leaders in their markets. It works with investment bankers, business brokers and other intermediaries to source investment opportunities. It also partners with management through operational improvements, acquisitions, financial engineering and other strategic initiatives. The company structures transactions to meet the needs of all parties involved. Types of investments that it has completed in the past include public-to-private transactions, recapitalizations of privately held businesses, growth capital, equity capital to facilitate acquisitions, turnarounds and restructuring investments and acquisitions of divisions and assets from large corporations.

Navigoe is a boutique financial planning firm located in Redondo Beach, CA. Founded in 1996 by Scott Leonard, a CERTIFIED FINANCIAL PLANNER, Navigoe aims to provide comprehensive financial advice free from conflicts of interest found in larger banks and brokerage firms. With a focus on delivering personalized service, Navigoe sets itself apart by offering the expertise and resources of a large firm while maintaining a boutique size that allows for direct involvement from Scott Leonard in the planning process for all clients. Scott Leonard, along with the team at Navigoe, is dedicated to helping clients successfully execute their financial goals. With a passion for both finance and helping people, Scott brings a unique perspective to the firm. In addition to his extensive experience in the financial services industry, Scott's personal experiences, such as his three-year world sailing adventure with his family, contribute to his understanding of the importance of planning and executing dreams and goals. Navigoe's commitment to staying on the leading edge of retail financial services and Scott's involvement in study groups with other top wealth management firms further demonstrate the firm's dedication to advancing their knowledge and providing the best possible service to their clients.Generated from the website