Managing New Wealth Financial Advisors
Showing 9-16 of 38 advisors
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
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
Arvada, CO
Michael Hunter
Clearpath Legacy Planning
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+11
Typical Clientele
High Net Worth IndividualsNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Marblehead, MA
Rusty Tredwell
Vital Investment Investment Management
Specialties and Expertise
Alternative InvestmentsUltra High Net Worth PlanningWealth Accumulation and Preservation Strategies+2
Typical Clientele
Professional AthletesHigh Net Worth Individuals+25
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Richmond, VA
Rusty Vernon
Vernon Management Group Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+4
Typical Clientele
DivorceesRetirees+7
Pricing Model:
AUM
Number of Clients
70
Years of Experience:
30 years
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
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