CGT Wealth Advisors
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
1403 S Grand Blvd Ste 202N, Spokane, Was...Phone Number
(509) 928-3827Website
www.cgtwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About CGT Wealth Advisors
Selkirk Wealth Advisors is a fee-only wealth management and financial planning firm based in Downtown Spokane, WA, specializing in comprehensive financial planning, asset management, and investment advisory services. The firm caters exclusively to high net worth clients, including individuals, families, trusts, and foundations, focusing on accumulating, growing, and preserving wealth. Their services encompass retirement planning, tax strategies, estate planning, and investment management, all tailored to meet the unique goals of their clients. With a commitment to simplifying complex financial topics, Selkirk Wealth Advisors aims to guide clients in making informed financial decisions for their future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
CGT Wealth Advisors
<$5M
1-10
Private
-
2016
N/A
Company Profile Activity
Activity Insights
CGT Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CGT Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CGT Wealth Advisors.
CGT Wealth Advisors Tech Stack
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Selkirk Wealth Advisors is a fee-only wealth management and financial planning firm based in Downtown Spokane, WA, specializing in comprehensive financial planning, asset management, and investment advisory services. The firm caters exclusively to high net worth clients, including individuals, families, trusts, and foundations, focusing on accumula... Read More
