Managing New Wealth Financial Advisors
Showing 17-24 of 38 advisors
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 years
Manchester, NH
Christopher June
Sweeney Financial Management (SFM)
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Blue Ash, OH
Britton Riley
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
26 years
Great Neck, NY
David Warshaw
The WealthPlan LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+6
Typical Clientele
RetireesWealthy Families+2
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years
Irvine, CA
Isaiah Real
Laguna Wealth Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
InheritorsRetirees
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years