Dirigo Private Wealth
Finance · Tennessee, United States · 1-10 Employees
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Overview
Headquarters
7501 Oak Haven Trce, Nashville, Tennesse...Website
www.dirigopw.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Dirigo Private Wealth
Dirigo Private Wealth is a professional financial advisory firm based in Nashville, Tennessee, specializing in serving individuals and families undergoing significant life transitions such as job changes, divorce, retirement, and inheritance. The firm offers tailored financial planning and investment strategies aimed at ensuring a stress-free wealth management experience. Their services are particularly beneficial for late career employees, recent retirees, and inheritance beneficiaries, focusing on preserving and growing wealth while adapting to life changes. With a commitment to personalized service, Dirigo Private Wealth helps clients build a secure financial future through comprehensive planning and ongoing support.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2021
CP
Craig PetrassiManaging Partner, Chief Investment Officer & Senior Portfolio Manager
Company Profile Activity
Activity Insights
Dirigo Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Dirigo Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dirigo Private Wealth.
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Dirigo Private Wealth is a professional financial advisory firm based in Nashville, Tennessee, specializing in serving individuals and families undergoing significant life transitions such as job changes, divorce, retirement, and inheritance. The firm offers tailored financial planning and investment strategies aimed at ensuring a stress-free wealt... Read More
