Managing New Wealth Financial Advisors
Showing 25-32 of 38 advisors
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
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
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
Ripon, CA
Danielle Miura
Spark Financials
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeWealth Accumulation and Preservation Strategies+1
Typical Clientele
InheritorsRetirees+2
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
6 years
St. Louis, MO
Adam Weingartner
Second Level Capital
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Mesquite, TX
Ryan Adams
Financial & Insurance Services of Texas
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Minimization Investment Strategies+2
Typical Clientele
Corporate ExecutivesHealthcare Workers+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Dallas, TX
Andres Ledesma
Northwestern Mutual
Specialties and Expertise
College PlanningRetirement IncomeBusiness Ownership Strategies+7
Typical Clientele
New InvestorsReal Estate Agents+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years