Estate Planning Financial Advisors
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Help With: Estate Planning
Showing 1-8 of 30 advisors
Dallas, TX
Richard Megica
The Mather Group
Specialties and Expertise
Alternative InvestmentsEndowments & CharitiesEquity Compensation+5
Typical Clientele
Corporate ExecutivesDoctors+5
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
25 years
New York, NY
Harry Mamaysky
QuantStreet Capital
Specialties and Expertise
Ultra High Net Worth PlanningPortfolio ConstructionWealth Accumulation and Preservation Strategies+2
Typical Clientele
Ultra High Net Worth IndividualsWealthy Families+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
N/A
Frisco, TX
Sean Lewis
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesUltra High Net Worth PlanningHigh Net Worth Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
35 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Las Vegas, NV
Matthew Bees
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesSuccession Planning+4
Typical Clientele
Business OwnersDoctors+6
Pricing Model:
Fees Information
Number of Clients
200
Years of Experience:
N/A
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Boca Raton, FL
Bennett Gordon
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningPortfolio Construction+2
Typical Clientele
Business OwnersLGBTQ++5
Pricing Model:
Fees Information
Number of Clients
137
Years of Experience:
28 years