Abacus Wealth International
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
132 E Dyer Rd, Santa Ana, California, 92...Website
www.abacus-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Abacus Wealth International
Abacus Wealth International (AWI) specializes in cross-border wealth management, offering services such as investment optimization, retirement planning, estate preservation, and tax saving strategies. The company aims to build trust with clients through a holistic financial planning process that addresses individual needs and goals. With decades of experience and a network of international experts, AWI provides tailored financial guidance to help clients navigate complex financial landscapes. Their commitment to compliance, optimization, and peace of mind ensures that clients can effectively grow and protect their wealth.Explore more
Abacus Wealth International Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Abacus Wealth Internation...
<$5M
1-10
Private
-
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JB
Joel BarrettoPrincipal Cross-Border Wealth Manager
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
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Abacus Wealth International (AWI) specializes in cross-border wealth management, offering services such as investment optimization, retirement planning, estate preservation, and tax saving strategies. The company aims to build trust with clients through a holistic financial planning process that addresses individual needs and goals. With decades of... Read More
