Healthy Wealthy Wise

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

18471 W 9 Mile Rd, Southfield, Michigan,...

Phone Number

(248) 327-7000

Revenue

<$5 Million

Industry

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

About Healthy Wealthy Wise

Healthy Wealthy Wise is a financial advisory firm based in Southfield, MI, specializing in comprehensive wealth management solutions. They offer services in financial planning, retirement planning, tax compliance, and investment management, focusing on building trusted relationships with clients. Their structured process includes the PLAN Success Cycle, which helps clients prepare, learn, align, and navigate their financial goals. The firm aims to provide financial clarity and tailored strategies to help clients achieve their desired outcomes.Explore more
Healthy Wealthy Wise's Social MediaPopular SearchesHealthy Wealthy Wise LLCAdvisor LaunchpadThe Pearson Group LLCSIC Code 62,628NAICS Code 52,523Show more

Healthy Wealthy Wise Org Chart

PhoneEmail
SO
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Chief Investment Officer

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JO
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Chief Compliance Officer

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Director, Research

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NH
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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Healthy Wealthy Wise

<$5M
1-10
Private
-
1984
SO
Steve OsterinkChief Investment Officer
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
1997
JO
Janine OsterinkChief Compliance Officer
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
1989
RG
Robin GoettingManager, Client Services
<$5M
1-10
Private
-
2000
NH
Nick HeinrichDirector, Financial Planning
<$5M
1-10
Private
-
-
JO
Janine OsterinkAccounting and Financial Systems, Human Resources Functions and Office Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Healthy Wealthy Wise is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Healthy Wealthy Wise Tech Stack

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Frequently Asked Questions Regarding Healthy Wealthy Wise

What is Healthy Wealthy Wise's official website?
Healthy Wealthy Wise's official website is www.hwwllc.net
What is Healthy Wealthy Wise's Revenue?
Healthy Wealthy Wise's revenue is <$5 Million
What is Healthy Wealthy Wise's SIC code?
Healthy Wealthy Wise's SIC: 62,628
What is Healthy Wealthy Wise's NAICS code?
Healthy Wealthy Wise's NAICS: 52,523
How many employees does Healthy Wealthy Wise have?
Healthy Wealthy Wise has 1-10 employees
What industry does Healthy Wealthy Wise belong to?
Healthy Wealthy Wise is in the industry of: Finance, Securities Trading
What is Healthy Wealthy Wise competition?
Healthy Wealthy Wise top competitors include: Schipper & Osterink, Kort Advisor Group, Phase 2 Wealth Advisors, Schaefer Wealth Management
What technology does Healthy Wealthy Wise use?
Some of the popular technologies that Healthy Wealthy Wise uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Healthy Wealthy Wise?
Healthy Wealthy Wise contact info: Phone number: (248) 327-7000 Website: www.hwwllc.net
What does Healthy Wealthy Wise do?

Healthy Wealthy Wise is a financial advisory firm based in Southfield, MI, specializing in comprehensive wealth management solutions. They offer services in financial planning, retirement planning, tax compliance, and investment management, focusing on building trusted relationships with clients. Their structured process includes the PLAN Success C... ycle, which helps clients prepare, learn, align, and navigate their financial goals. The firm aims to provide financial clarity and tailored strategies to help clients achieve their desired outcomes.Read More

What are Healthy Wealthy Wise social media links?
Healthy Wealthy Wise Linkedin page Healthy Wealthy Wise Twitter page Healthy Wealthy Wise Facebook page
Is Healthy Wealthy Wise a public company?
Healthy Wealthy Wise is private company therefore does not currently have an official ticker symbol
See more information about Healthy Wealthy Wise

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