Cwpimpro

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2396 Kings Point Dr, Dunwoody, Georgia, ...

Phone Number

(770) 596-2692

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Cwpimpro

CWPIM specializes in tailored wealth planning services, including investment management, retirement planning, and estate planning. The firm adopts a client-centric approach, ensuring that each wealth plan is customized to client needs, fostering lasting relationships built on trust. With a focus on proactive risk management and tax strategies, CWPIM aims to enhance clients' financial well-being and everyday lives. Their commitment to professionalism and integrity has earned them a loyal client base that appreciates their comprehensive and thoughtful financial guidance.Explore more
Popular SearchesCwpimproCwp Management LLCConscientious Wealth Planning and Investment Manag...SIC Code 62,628NAICS Code 52,523Show more

Cwpimpro Org Chart

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Financial Planner & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cwpimpro

<$5M
1-10
Private
-
2017
AS
Ali SyedFinancial Planner & Advisor
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cwpimpro is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cwpimpro is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cwpimpro.

Cwpimpro Tech Stack

A closer look at the technologies used by Cwpimpro

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Frequently Asked Questions Regarding Cwpimpro

What is Cwpimpro's official website?
Cwpimpro's official website is www.cwpimpro.com
What is Cwpimpro's Revenue?
Cwpimpro's revenue is <$5 Million
What is Cwpimpro's SIC code?
Cwpimpro's SIC: 62,628
What is Cwpimpro's NAICS code?
Cwpimpro's NAICS: 52,523
How many employees does Cwpimpro have?
Cwpimpro has 1-10 employees
What industry does Cwpimpro belong to?
Cwpimpro is in the industry of: Finance, Securities Trading
What is Cwpimpro competition?
Cwpimpro top competitors include: Beirne Wealth Consulting Services, Westover Capital Advisors, Fortune Wealth Management, Bayntree Wealth Advisors
What technology does Cwpimpro use?
Some of the popular technologies that Cwpimpro uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, DreamHost
How do I contact Cwpimpro?
Cwpimpro contact info: Phone number: (770) 596-2692 Website: www.cwpimpro.com
What does Cwpimpro do?

CWPIM specializes in tailored wealth planning services, including investment management, retirement planning, and estate planning. The firm adopts a client-centric approach, ensuring that each wealth plan is customized to client needs, fostering lasting relationships built on trust. With a focus on proactive risk management and tax strategies, CWPI... M aims to enhance clients' financial well-being and everyday lives. Their commitment to professionalism and integrity has earned them a loyal client base that appreciates their comprehensive and thoughtful financial guidance.Read More

Is Cwpimpro a public company?
Cwpimpro is private company therefore does not currently have an official ticker symbol
See more information about Cwpimpro

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