FWI Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5860 Garber Dr, Sandy Springs, Georgia, ...

Phone Number

(404) 788-1582

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About FWI Wealth Management

FWI Wealth Management is a wealth management firm based in Atlanta, specializing in providing purposeful financial advice that aligns with clients' values. The firm emphasizes a family-oriented approach, treating clients as part of their family and delivering fiduciary care with empathy and expertise. Led by experienced advisors Scott McDuffie and David Clarken, FWI Wealth Management aims to understand clients' needs and offer tailored solutions. Their services are designed for individuals seeking knowledgeable and compassionate financial guidance.Explore more
FWI Wealth Management's Social MediaPopular SearchesFwi Wealth Management LLCFWI WealthSIC Code 62,628NAICS Code 52,523Show more

FWI Wealth Management Org Chart

PhoneEmail
TW
United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FWI Wealth Management

<$5M
1-10
Private
-
2012
TW
Thomas WilliamsSales Manager
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.2M
1-10
Private
-
2005
JP
J. PattiePresident
<$5M
1-10
Private
-
2021
WM
Walter MontanoCo-Founder & Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FWI Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

FWI Wealth Management Tech Stack

A closer look at the technologies used by FWI Wealth Management

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Frequently Asked Questions Regarding FWI Wealth Management

What is FWI Wealth Management's official website?
FWI Wealth Management's official website is www.fwiwealth.com
What is FWI Wealth Management's Revenue?
FWI Wealth Management's revenue is <$5 Million
What is FWI Wealth Management's SIC code?
FWI Wealth Management's SIC: 62,628
What is FWI Wealth Management's NAICS code?
FWI Wealth Management's NAICS: 52,523
How many employees does FWI Wealth Management have?
FWI Wealth Management has 1-10 employees
What industry does FWI Wealth Management belong to?
FWI Wealth Management is in the industry of: Finance, Securities Trading
What is FWI Wealth Management competition?
FWI Wealth Management top competitors include: RIASource, RLS Wealth, Dowd Financial Group, Motus Wealth Management
What technology does FWI Wealth Management use?
Some of the popular technologies that FWI Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Google Tag Manager
How do I contact FWI Wealth Management?
FWI Wealth Management contact info: Phone number: (404) 788-1582 Website: www.fwiwealth.com
What does FWI Wealth Management do?

FWI Wealth Management is a wealth management firm based in Atlanta, specializing in providing purposeful financial advice that aligns with clients' values. The firm emphasizes a family-oriented approach, treating clients as part of their family and delivering fiduciary care with empathy and expertise. Led by experienced advisors Scott McDuffie and... David Clarken, FWI Wealth Management aims to understand clients' needs and offer tailored solutions. Their services are designed for individuals seeking knowledgeable and compassionate financial guidance.Read More

What are FWI Wealth Management social media links?
FWI Wealth Management Linkedin page
Is FWI Wealth Management a public company?
FWI Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about FWI Wealth Management

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