Managing New Wealth Financial Advisors
Showing 1-8 of 38 advisors
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
60
Years of Experience:
8 years
Chicago, IL
Ben Petrie
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
6 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
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
150
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
Houston, TX
Lucas Veldhuis
The Mather Group
Specialties and Expertise
Alternative InvestmentsBusiness Valuation PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+8
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
10 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
Hinsdale , IL
Mark Purcell
Baird
Specialties and Expertise
Cash Flow AnalysisEquity CompensationBusiness Valuation Planning+9
Typical Clientele
Ultra High Net Worth IndividualsRetirees+16
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
11 years