Managing New Wealth Financial Advisors
Showing 33-38 of 38 advisors
New York, NY
Asher Rogovy
Magnifina
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
Tech EmployeesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 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
Bentonville, AR
Ian Weiner
Bespoke Wealth Solutions
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingRetirement Income+1
Typical Clientele
InheritorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Franklin, TN
Mitch Anderson
EFinancial Alliance
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningBusiness Ownership Strategies+1
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
12 years
NW
Boca Raton, FL
Noah Wills
Fortuna Wealth
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisCollege Planning+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
San Francisco, CA
Aaron Hattenbach
Rapport Financial
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
Business OwnersTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years