Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Waltham, MA area, Ashley Elizabeth Peters will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Columbia Capital is a premier venture capital franchise in wireless, broadband, media, and enterprise information technology investing. Since our formation in 1989, we have taken a sector-focused approach to investing, and have funded over 130 global companies in our core markets. Our sector focus allows us to regularly identify disruptive emerging companies and to recognize and build value throughout a company's lifecycle - from early stage investments, to large growth stage financings and special situations. Our most recent venture fund of $441 million, Columbia Capital Equity Partners V, closed in 2010, brings our total dollars under management to over $2.5 billion. Columbia is comprised of a team of eight partners that has been investing together at the firm for over a decade. We bring the collective expertise of our team to bear to help our portfolio companies succeed-creating value through industry knowledge and access to the extensive network of business and technical relationships we've built over time. Columbia Capital invests for the long term to build great companies. We form close partnerships with our entrepreneurs and have earned a reputation for a disciplined and patient approach. We are partners with our entrepreneurs and we work hard on their behalf to create value. We are a team-oriented investor and leader in and out of the boardroom, proud to be the most active participant on a portfolio company's Board of Directors. Columbia came into Metro PCS before we had launched any markets or had any revenue. They really stood out as knowing the wireless communications business. The Columbia Partner on our Board worked very hard along side us and provided excellent advice on some strategic initiatives important to our growth. In particular, he helped us through some crucial financial reporting and compliance issues that helped pave the way for a successful IPO. Columbia is exactly the kind of collaborative partner an entrepreneur with vision wants at his side."
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients' best interests are the driving force in the relationship.
