IRC Wealth
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
3050 Peachtree Rd NW Ste 220, Atlanta, G...Phone Number
(404) 968-9348Website
www.ircwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About IRC Wealth
IRC Wealth specializes in personalized cash flow management and retirement planning, aiming to empower clients toward financial freedom through education and strategic planning. They offer a range of services including financial planning, tax strategy, and charitable giving, tailored to meet the unique goals of individuals and businesses. The firm emphasizes a personal approach, providing one-on-one guidance and coordinating with clients' trusted advisors to achieve specific financial objectives. Their target clients include individuals navigating significant life decisions, such as retirement planning, business management, and personal transitions.Explore more
IRC Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
IRC Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
IRC Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IRC Wealth.
IRC Wealth Tech Stack
A closer look at the technologies used by IRC Wealth
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IRC Wealth specializes in personalized cash flow management and retirement planning, aiming to empower clients toward financial freedom through education and strategic planning. They offer a range of services including financial planning, tax strategy, and charitable giving, tailored to meet the unique goals of individuals and businesses. The firm... Read More
