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Strategic Partners

Exeter Partners, Strategic Partner

Exeter Partners provides investment, development, and management of private equity real estate for institutions, endowments, pension funds, and high net worth clients. Headquartered in Scottsdale, AZ, Exeter professionals are focused on generating quality returns for their investors. Through our Principals’ relationships, experience, and commitment, Exeter Partners continually identifies opportunities to add value while minimizing risk, through a combination of fundamental “Top-Down” and “Bottom-Up” research-based investment disciplines.



Marion Consulting, Strategic Partner

Michael Marion is the founder and President of Marion Consulting which is currently celebrating 28 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.

Professional Credentials:

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Chartered Life Underwriter (CLU), 1984, The American College, Bryn Mawr, Pennsylvania.
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Chartered Financial Consultant (ChFC), 1985,
The American College, Bryn Mawr, Pennsylvania
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Certified Specialist in Planned Giving (CSPG), 1997,
American Institute for Philanthropic Studies at CSU, Long Beach
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Registered Securities Representative, National
Association of Securities Dealers, Inc. (FINRA)


Amaden Gay Agencies, Strategic Partner

For over 100 years Amaden Gay has provided the East End with innovative insurance solutions and unparalleled service. Our staff of over twenty-five licensed insurance agents brings years of experience to each and every client. We have local expertise and knowledge that is unmatched. Our Private Client Services offer diverse and comprehensive products from Chubb, AIG Private Client Group, and Firemen’s Fund, providing the best products and services available for high-net worth individuals. There is simply no agency better able to assess and manage the complex risk management needs of your family. Amaden Gay's mission is to provide the optimal insurance solution based on your needs, and to ask the right questions in advance, so you’re well protected.



Venture Pacific Insurance , Strategic Partner

Venture Pacific Insurance Services, Inc. was founded in 1996 in Irvine, California. The owners of Venture Pacific founded the agency on the principles of a service first based approach. We feel that in the ever-changing insurance marketplace, the client needs to be represented by an agency that has the ability to change with the times, adjust to market fluctuations and handle market volatility.

We are licensed in all fifty states individually and have the ability to be international in scope. We believe that in order to command loyalty we must provide you with the highest level of service and commitment the first time every time!

 





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  Securities offered through BMA Securities., 7001 N. Scottsdale Road, Suite 2020, Scottsdale, AZ 85253 Member of FINRA, SIPC, MSRB