Alternative Wealth Management
Finance · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.alternativewm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
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About Alternative Wealth Management
Alternative Wealth Management is a holistic tax mitigation platform that offers accredited investors and their advisors access to well-vetted private offerings. The company specializes in various tax strategies, including IRC Section 1031 exchanges, fractional ownership of real estate, and R&D tax credits. Their services aim to reduce tax liabilities and enhance financial planning for individuals and small businesses. By providing educational resources and personalized consultations, they help clients navigate complex tax regulations and optimize their investment strategies.Explore more
Alternative Wealth Management Org Chart
AM
Director, Client Services
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Alternative Wealth Management is a holistic tax mitigation platform that offers accredited investors and their advisors access to well-vetted private offerings. The company specializes in various tax strategies, including IRC Section 1031 exchanges, fractional ownership of real estate, and R&D tax credits. Their services aim to reduce tax liabiliti... Read More
