jwk financial
Finance · District of Columbia, United States · 11-50 Employees
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Overview
Headquarters
1320 19th St NW Ste 300, Washington, Dis...Phone Number
(202) 776-9070Website
www.jwkfinancial.comRevenue
$9.5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About jwk financial
JWK Financial is a financial planning firm that specializes in helping first-generation busy professionals manage their wealth through comprehensive financial and investment planning. They focus on creating personalized financial plans that align with clients' unique goals and life visions, emphasizing a life-focused approach to wealth management. As fiduciary advisors, they prioritize their clients' best interests with a flat fee-only model, ensuring dedicated expert guidance throughout the planning process. Leveraging technology, JWK Financial provides accessible support and education to empower clients in their financial journeys.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
jwk financial
$9.5M
11-50
Private
-
2011
N/A
Company Profile Activity
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JWK Financial is a financial planning firm that specializes in helping first-generation busy professionals manage their wealth through comprehensive financial and investment planning. They focus on creating personalized financial plans that align with clients' unique goals and life visions, emphasizing a life-focused approach to wealth management.... Read More
