Managing New Wealth Financial Advisors
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Help With: Managing New Wealth
Showing 9-16 of 47 advisors
Layton, UT
Jimmy Searle
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsRetirees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Tysons Corner, VA
Jacob Child
Retirement Protection Solutions
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeWealth Accumulation and Preservation Strategies+6
Typical Clientele
RetireesUltra High Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
17 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
100
Years of Experience:
25 years
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 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
Darien, CT
David Koch
Northwestern Mutual
Specialties and Expertise
Alternative InvestmentsWealth Accumulation and Preservation StrategiesHigh Net Worth Planning+5
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
25 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years