Choosing the right investment firm is an important step toward achieving long-term financial confidence. Whether you’re working to grow your portfolio, prepare for retirement, or explore new investment opportunities, partnering with a trusted and experienced financial advisor can provide the clarity and support you need in today’s evolving market.
For individuals and businesses in Henderson, the firms featured below are recognized for offering personalized financial strategies, upholding a strong fiduciary standard, and understanding the unique dynamics of the local economic landscape.
Joompi Capital Management
Joompi Capital Management is a leading provider of automated trading solutions, specializing in delivering high-performance funds to institutional investors, hedge funds, and high-net-worth individuals globally. Established in 2001 and headquartered at 2764 N Green Valley Parkway, Suite 535, Henderson, NV 89014, Joompi Capital Management leverages cutting-edge technologies from computer science, financial analysis, and artificial intelligence to create fully autonomous trading systems. These systems are designed to maximize profits while minimizing human error, ensuring consistent and reliable performance across various market conditions. With over 35 years of experience in software development and financial markets, the firm is committed to providing sophisticated investors with innovative solutions that align with their risk tolerance and return objectives.
Address: 2764 N Green Valley Pkwy #535, Henderson, NV 89014
Phone: 19173422462
Email: [email protected]
Website: http://joompi.com/
Certainty Management LLC
Certainty Management is a veteran-owned profit consulting firm headquartered in Henderson, Nevada, with a nationwide presence serving clients in all 50 states. The firm specializes in enhancing profitability through a comprehensive suite of services, including cost-reduction strategies, tax credit recovery, and the provision of free or deeply discounted employee benefits. Notably, their Corporate Benefits Initiative enables employers to offer over 15 complimentary benefits to employees, resulting in average tax savings of $500 per employee annually, all at zero out-of-pocket cost to the employer and no impact on employees’ net pay. Certainty Management also supports nonprofits through their Certainty Partners fundraising program, helping raise unlimited zero-cost funding without charging the organizations. With a focus on efficiency improvement and workplace automation, Certainty Management assists organizations in becoming more efficient and profitable, rapidly implementing measures that can significantly reduce energy costs and improve indoor air quality. Their commitment to service extends to the community, supporting initiatives like Operation Underground Railroad in the fight against human trafficking.
Address: 2831 St Rose Pkwy #200, Henderson, CA 92081
Phone: 18886843122
Email: [email protected]
Website: https://www.certaintyteam.com/
MAPP Advisors
MAPP Advisors is a boutique fintech advisory firm specializing in the payments industry, independent software vendors (ISVs), and embedded finance solutions. Founded in 2015 and headquartered in Las Vegas, Nevada, MAPP Advisors offers a comprehensive suite of services designed to support companies throughout the fintech ecosystem. Their expertise encompasses mergers and acquisitions (M&A) representation, investment strategy development, portfolio optimization, payment monetization, business strategy consulting, risk and compliance advisory, and industry insights.
Address: 284 E Lake Mead Pkwy Suite 251, Henderson, NV 89015
Phone: 18882423444
Email: [email protected]
Website: https://www.mappadvisors.com/
Appreciation Financial
Appreciation Financial is a full-service national financial services firm dedicated to serving the unique needs of public employees and their families. Founded in 2009 by Terry Kennedy and headquartered in Henderson, Nevada, the firm operates in over 50 cities across the United States, employing nearly 1,000 financial professionals.
Address: 2485 Village View Dr #190, Henderson, NV 89074
Phone: 18774925158
Email: [email protected]
Website: https://appreciationfinancial.com/
Tiderock Companies Inc.
Tiderock Companies, Inc. is a diversified investment and advisory services firm specializing in real estate, land development, infrastructure, and private equity. Headquartered in Boston, Massachusetts, Tiderock operates through two primary divisions: manufacturing and real estate. In the manufacturing sector, the company specializes in producing high-quality phenolic, epoxy, and polyester glass fiber and carbon fiber reinforced plastic moldings, serving industries such as aerospace, automotive, rail, marine, and construction. Under its real estate division, Tiderock, through its subsidiary Sora Ventures, LLC, is developing multiple residential projects in the Southeastern United States, including apartments, office spaces, hotels, student housing, assisted living, and higher education academic facilities.
Address: 2654 W Horizon Ridge Pkwy, Henderson, NV 89052
Phone: 18007918433
Email: [email protected]
Website: http://www.tiderockcompanies.com/
Desert Crest Financial
Desert Crest Financial is a client-focused financial planning firm based in Henderson, Nevada, dedicated to simplifying and organizing the financial lives of individuals and families. Specializing in retirement planning, tax strategies, and investment management, Desert Crest Financial offers a comprehensive approach to help clients navigate life’s financial transitions. The firm is particularly adept at assisting those experiencing significant life changes, such as retirement, loss of a spouse, or other major events, by providing personalized guidance and support. With a commitment to transparency and a fiduciary standard, Desert Crest Financial ensures that clients’ best interests are always the top priority.
Address: 50 S Stephanie St Ste 102, Henderson, NV 89012
Phone: 17029793699
Email: [email protected]
Website: http://www.desertcrestfinancial.com/
Preferred Trust
Preferred Trust Company is a fully licensed and regulated financial institution specializing in self-directed IRAs (SDIRAs), empowering individuals to diversify their retirement portfolios with alternative assets. Headquartered in Las Vegas, Nevada, Preferred Trust has been serving clients nationwide since 2007, facilitating both custodial and administrative services for SDIRAs.
Address: 1291 Galleria Dr, Henderson, NV 89014
Phone: 17029907892
Email: [email protected]
Website: https://preferredtrustcompany.com/
Martini Financial Services LLC
Martini Financial Services is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized planning and investment strategies. Founded by Robert Martini, the firm boasts over 30 years of experience in the financial services industry, offering expertise in areas such as retirement planning, asset allocation, and estate planning. Martini Financial Services is committed to providing tailored solutions that align with each client’s unique financial situation and objectives.
Address: 2831 St Rose Pkwy #200, Henderson, NV 89052
Phone: 17028181067
Email: [email protected]
Website: https://www.martinifinancial.com/
Adaptive Wealth Partners
Adaptive Wealth Partners is a client-focused financial advisory firm headquartered in Las Vegas, Nevada. Founded in 2020, the firm specializes in comprehensive wealth management, offering personalized financial planning and investment strategies tailored to each client’s unique goals and circumstances. With a commitment to transparency and fiduciary responsibility, Adaptive Wealth Partners strives to help clients navigate life’s financial complexities and achieve long-term financial security.
Address: 3535 Executive Terminal Dr Suite 110, Henderson, NV 89117
Phone: 17028402501
Email: [email protected]
Website: http://www.adaptivewealthpartners.com/
Whalen Financial
Whalen Financial is a comprehensive wealth management firm based in Las Vegas, Nevada, dedicated to helping individuals, families, businesses, and foundations achieve their financial goals through personalized strategies. Founded by Andrew Whalen, the firm offers a full suite of services, including financial planning, investment advisory, tax and estate planning, and retirement income strategies. With a commitment to understanding each client’s unique needs, Whalen Financial provides tailored solutions to navigate the complexities of wealth management. The firm emphasizes a holistic approach, integrating various aspects of financial planning to create cohesive strategies that align with clients’ objectives.
Address: 1481 W Warm Springs Rd #140, Henderson, NV 89014
Phone: 17028783900
Email: [email protected]
Website: http://www.whalenfinancial.com/
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