Macro Wealth Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
6915 N Knoxville Ave Ste B Uppr L, Peori...Phone Number
(309) 689-8481Website
www.macro-wealth.comRevenue
<$5 MillionIndustry
About Macro Wealth Management
Macro Wealth Management is an independent financial services firm that specializes in creating customized retirement strategies for individuals, particularly targeting dental and health professionals. The company offers comprehensive financial treatment plans aimed at helping clients manage their wealth and assets effectively. With a focus on holistic financial planning, they utilize disciplined strategies to help clients accumulate, preserve, and enjoy their wealth. Their services also include investment and insurance products tailored to meet the unique needs and objectives of their clients.Explore more
Macro Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Macro Wealth Management
<$5M
1-10
Private
-
2004
LT
Leslie TimmManager, Operations At Macro Wealth Management
$10.2M
11-50
Private
-
1996
GO
Gregory OsterlandDirector of Advisor Development and Financial Professional
Macro Wealth Management Tech Stack
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Macro Wealth Management is an independent financial services firm that specializes in creating customized retirement strategies for individuals, particularly targeting dental and health professionals. The company offers comprehensive financial treatment plans aimed at helping clients manage their wealth and assets effectively. With a focus on holis... Read More
