Managing New Wealth Financial Advisors
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Help With: Managing New Wealth
Showing 33-40 of 47 advisors
Katonah, NY
Liz Frazier Peck
Liz Frazier Peck
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionTax Minimization Investment Strategies+5
Typical Clientele
New InvestorsHigh Net Worth Individuals+9
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
12 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
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
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 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
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
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