Managing New Wealth Financial Advisors
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Help With: Managing New Wealth
Showing 1-8 of 47 advisors
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
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
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 years
Layton, UT
Jimmy Searle
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsRetirees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Seneca, SC
Devyn Bond
Rightview Private Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+4
Typical Clientele
Business OwnersEntrepreneurs+9
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
3 years
Boca Raton, FL
Justin Massey
Coastal Wealth
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+3
Typical Clientele
InheritorsBuilding Industry Professionals+6
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
8 years
Caledonia, MI
Noah Hoekstra
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersRetirees+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
4 years
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years