Cola Wealth Advisors recently donated six flights to a charity fundraiser hosted by the local Porsche Club for Camp Kemo, a camp for children with cancer. The event, called Speed & Beauty Concours d’Elegance, brought together car enthusiasts from around the community for a day of fun and fundraising to support this important organization.
Camp Kemo, operated by Prisma Health Children’s Hospital, is a specialized summer camp program that offers a safe and nurturing environment for children and teens affected by cancer. The camp provides opportunities for young people to enjoy new experiences, make new friends, and create lifelong memories while receiving medical care and emotional support.
The Porsche Club’s fundraiser, held at Hunter-Gatherer Brewery by Owens Field, brought together enthusiasts of high-performance automobiles to enjoy a day of camaraderie and competition while raising funds for Camp Kemo. Plus, with the donation of six flights from the Cola Wealth Advisors team, the Porsche Club was able to raise even more money and offer an exciting and unique auction item to support the cause.
The flights were captured on GoPro from the PT-26 aircraft and were part of the auctioned items that raised significant funds for Camp Kemo. Both charity flights are now available to the public eye on Cola Wealth’s YouTube channel.
In addition, news stories about the Porsche Club’s fundraiser and the event itself were featured in Cola Daily and WIS 10 TV Local News, highlighting the community’s support for Camp Kemo and the importance of providing hope and healing to children and their families.
“We are thrilled to have had the opportunity to support such an important cause,” said John ‘Buster’ Wilcox, former Air Force fighter pilot and investment advisor at Cola Wealth Advisors. “Camp Kemo is an incredible organization that does amazing work for children and their families, and we are proud to have played a small part in helping to raise funds for their programs.”
The Three Rivers Region Porsche Club’s website offers more information about the organization and its commitment to community outreach. To learn more, visit http://www.threeriversregionpca.org/.
The Cola Wealth team was proud to have supported the Porsche Club’s efforts to raise funds for Camp Kemo and will continue to seek out opportunities to support organizations that provide essential services to the community.
Rick Mantei is the owner and founder of Cola Wealth Advisors. Securities and advisory services offered through Centaurus Financial, Inc., a member of FINRA and SIPC and a Registered Investment Advisor. Cola Wealth Advisors and Centaurus Financial, Inc. are not affiliated. With the help of Kathy Nishnic, Atul Makharia, Lisa Mantei, Matt Hawkins and Cindy Chiellini, the Cola Wealth team assists more than two thousand families in achieving their financial goals. For more information, please visit https://www.colawealth.com/.
Cola Wealth Advisors Erin Miller (803) 748-7666 https://www.colawealth.com/
Cola Wealth Advisors recently sponsored the South Carolina softball team’s first annual Swinging to Support Gamecocks golf outing on November 4. The event took place at The Spur at Northwoods Golf Club. Sponsorship opportunities included title sponsors, beverage cart sponsors, and individual hole sponsors, all to benefit the South Carolina softball program.
The cost of entry for golfers was $600 for a foursome, which included practice range time, 18 holes of golf, cart rental, a tournament gift, and lunch. Participants even had the opportunity to win a $10,000 hole-in-one cash prize, TaylorMade Stealth Driver, Apple iPad, and more! The golfing began around 11 a.m. and concluded with an opportunity to bid on unique silent auction items.
All proceeds raised from the event were used to pay Volunteer Assistant Coach Kevin Maguire’s salary and help defray operating costs and facility improvements for the University of South Carolina’s softball program. The Cola Wealth Advisors team greatly looks forward to seeing everyone at next year’s event! For more information regarding Swinging to Support Gamecock Softball, head to https://tournevents.com/Gamecocksoftball.
Rick Mantei is the owner and founder of Cola Wealth Advisors. Securities and advisory services offered through Centaurus Financial, Inc., a member of FINRA and SIPC and a Registered Investment Advisor. Cola Wealth Advisors and Centaurus Financial, Inc. are not affiliated. With the help of Kathy Nishnic, Atul Makharia, Lisa Mantei, Matt Hawkins and Cindy Chiellini, the Cola Wealth team assists more than two thousand families in achieving their financial goals. For more information, please visit https://www.colawealth.com/.
Cola Wealth Advisors Erin Miller (803) 748-7666 https://www.colawealth.com/
Perpetua Advisors, LLC, the Dallas, Texas based information-technology consulting firm, has been selected as the technology-leadership and transition partner for Precisional LLC, a newly established global platform launched in May and formed through the acquisition of multiple business units from Trimble Inc. Perpetua will deploy its comprehensive network of solutions-focused partners, including Salesforce, Rootstock, Coastal Cloud, and Resultant to solve the challenge of establishing Precisional as an industry leader in precision measurement and data solutions.
“Our ‘outside in’ approach to digital transformation will empower Precisional to more quickly adapt to market changes and more effectively address the needs of its customers – because traditional ERP is no longer a game changer,” said Mike Wind, partner and co-founder of Perpetua Advisors. “Today, more than ever, mid-market B2B customers expect the same superior level of digital capability as their up-market counterparts. Perpetua meets that challenge through a cost-effective model that combines our experience and leadership with an ecosystem of digital and cloud partners that develop end-to-end solutions for mid-market players.”
Perpetua will be implementing Salesforce as the strategic business-system platform for Precisional’s family of companies. According to Anthony Kubes, Salesforce VP of Sales – Commercial Manufacturing, “Salesforce, as the core digital platform for Precisional will provide an enhanced, future-proof, and scalable foundation for customer and partner data.”
Rootstock ERP built on the Salesforce Platform will provide a robust core operations capability, while utilizing the digital strategy of a single data platform. Rootstock Software VP of Sales, Tom Ward, adds, “Rootstock Cloud ERP will serve as the digital source for business metrics and analytical insights, making it not only the backbone, but the heart of their operations. Rootstock ERP will deliver the unifying architecture and 360º view Precisional needs, across all their businesses, to realize dependable, comprehensive control over costs, logistics, production, and more.”
Coastal Cloud will design and implement Precisional’s Salesforce and Rootstock business systems. “We’re excited to be partnering again with Perpetua to design and deploy a cohesive digital-technology experience for Precisional,” said Erik Dunnigan, Coastal Cloud’s Chief Revenue Officer. “The strong partnership between Perpetua and Coastal Cloud, as well as our depth of expertise in the manufacturing vertical, have helped bring this transaction to a successful closure; we look forward to delivering these capabilities for Precisional.”
Rounding out the team is Perpetua’s Managed-Service partner, Resultant, who will provide consistent technical support across Precisional’s entire family of companies. “We’re excited to partner with Perpetua again. Our ability to complement digital Software-as-a-Service strategies with our cloud-based technologies and technology service management makes us the perfect partner for Precisional. In addition, Resultant enjoys a long history of innovation and delivering excellent customer service,” said Ryan Schebler, Chief Revenue Officer at Resultant.
Perpetua Advisors has assembled an impressive network of powerful allies offering proven technology solutions and advanced data platforms. The result is an integrated service model, which optimizes individual vendor strengths and provides overall operational excellence. “We feel this never-before-seen, pre-packaged strategy of quickly and effectively solving challenges for our clients sets us apart and provides a true win-win for every engagement we enter,” concluded Dave Patzwald, Managing Partner at Perpetua Advisors.
In much the way that previous technology leaders have mastered ERP for B2C companies, Perpetua is doing the same in the B2B sector for industries ranging from Oil & Gas and Logistics to Consumer Package Goods and Field Services. This, along with a strong focus on each client’s individual success, has placed Perpetua Advisors on a pathway for accelerated growth in a market teeming with both challenges and opportunities.
Salesforce and others are among the trademarks of salesforce.com, inc.
About Perpetua Advisors, LLC Perpetua is a Business Transformation and Operating company, specializing in C-Level technology leadership and information technology services. We bring a playbook and ecosystem of partners to bear in order to accelerate value from business transactions. Perpetua specializes in privately held, private equity growth companies between $30M and $300M in annual revenue in the manufacturing, CPG, Field Services, and logistics industries.
About Perpetua’s Partners
Rootstock Software designed its Cloud ERP to help manufacturers, distributors, and supply chain organizations to digitally transform their operations. Its solution is built on the Salesforce Platform, providing companies the benefit of an enterprise cloud environment and an ERP system that is intuitive, flexible, and digitally connected.
Coastal Cloud is a Salesforce Multi-Cloud Expert Partner with deep experience across all aspects of a business: Marketing, Sales, Revenue, Billing, Service, Field Service, Community, Customer Success, ERP, Finance & Accounting, and Nonprofit Success Pack. Coastal Cloud is #1 on G2.com and maintains a 5 Star Salesforce AppExchange rating.
Resultant is a modern consulting firm that believes solutions are more valuable, transformative, and meaningful when reached together. Through positive outcomes driven by data analytics, technology, and digital transformation, we serve as a true partner by solving problems with our clients rather than for them.
Retirement Plan Advisors, LLC (RPA) is expanding PortfolioPlus, its proprietary participant managed account solution, to include recordkeeper Advisor Managed Account (AMA) platforms. This expansion will bring customized investment advice solutions to even more public sector deferred compensation / defined contribution plans and their employees.
RPA brings decades of portfolio construction and public sector expertise to its PortfolioPlus AMA program. The ultimate goal is to help public sector employees replace – for life – the income they made while working.
A managed account program provides customized investment solutions to retirement plan participants. As a person approaches retirement, their unique circumstances meaningfully impact their optimal investment strategy and allocation. Further, public sector employees frequently participate in defined benefit programs, fundamentally changing their retirement outlook. PortfolioPlus, designed specifically for public sector employees, incorporates these factors.
Per RPA President Josh Schwartz: “Financial markets are volatile and uncertain, and behavioral science demonstrates that investors don’t manage their assets well on their own. Moreover, while target date funds are great for younger employees – who should invest largely in equities and ride the ups and downs – as plan participants near retirement age, custom solutions often are better.”
“We intend to launch AMA programs on two recordkeeper platforms in March 2022, and with several others by year end, bringing needed independent advice solutions to working Americans.”
About Retirement Plan Advisors (RPA)
RPA is an independent federally registered investment adviser specializing in providing customized investment solutions to public sector retirement plans, helping their employees retire better. The firm has been providing managed account solutions since 2005, and provides plan and participant investment advisory and fiduciary services to employers of all sizes. Today RPA proudly serves more than 520 public sector employers with 71,000+ participants and $6 billion in assets under advisement.
Retirement Plan Advisors Caitlin Cunningham 312-701-1100 x231 www.retirementplanadvisors.com 105 West Adams Street Suite 2175 Chicago, IL 60603
Blue Sky Capital Advisors, a Nationwide commercial mortgage advisory firm, has celebrated its 3rd year of operations this month. The company arranges commercial financing for residential investment properties, most commercial property types and multifamily properties.
Blue Sky Capital Advisors was founded by Dominick Prevete, who serves as the company’s lead originator. Mr. Prevete has forged relationships with 100+ commercial banks nationwide and has affiliate agreements with dozens of institutional private lenders. Blue Sky’s client base is diverse and consists of first time real estate investors, small business owners and seasoned real estate investors – all looking for access to capital for real estate transactions.
Blue Sky Capital has also announced this month that Mr. Prevete’s personal production for 2021 has exceeded $50 million in real estate loan proceeds as of November 15th.
About Blue Sky Capital Advisors: Blue Sky Capital Advisors is a commercial mortgage advisory firm arranging financing for real estate investors. BSCA has access to capital for residential and commercial real estate in most states in the US.
Blue Sky Capital Advisors LLC Dominick Prevete 908-220-6404 Blueskycapitaladvisors.com
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