Second Half Strategies

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

4777 Sharon Rd Ste 540, Charlotte, North...

Phone Number

(704) 360-5085

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Second Half Strategies

Second Half Strategies offers personalized wealth management services aimed at empowering clients to make informed financial decisions. They provide a comprehensive approach that includes financial planning, investment management, and ongoing guidance tailored to individual circumstances. Their target clients are those who feel overlooked by traditional wealth planners and seek a partner that prioritizes their unique financial goals. The firm emphasizes building trust and understanding clients' life priorities to simplify the complexities of financial management.Explore more
Second Half Strategies's Social MediaPopular SearchesSecond Half Strategies2nd Half Strategies LLC2hstrategies.comSecond Half IncSecond Half Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Second Half Strategies Org Chart

PhoneEmail
TR
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Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Second Half Strategies

<$5M
1-10
Private
-
2009
TR
Theresa RutzManager, Operations
<$5M
1-10
Private
-
2007
AK
Alison KochOffice Manager
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
-
SH
Stephani HendersonDirector, Business
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Second Half Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Second Half Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Second Half Strategies.

Second Half Strategies Tech Stack

A closer look at the technologies used by Second Half Strategies

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Frequently Asked Questions Regarding Second Half Strategies

What is Second Half Strategies's official website?
Second Half Strategies's official website is www.2hstrategies.com
What is Second Half Strategies's Revenue?
Second Half Strategies's revenue is <$5 Million
What is Second Half Strategies's SIC code?
Second Half Strategies's SIC: 62,628
What is Second Half Strategies's NAICS code?
Second Half Strategies's NAICS: 52,523
How many employees does Second Half Strategies have?
Second Half Strategies has 1-10 employees
What industry does Second Half Strategies belong to?
Second Half Strategies is in the industry of: Finance, Securities Trading
What is Second Half Strategies competition?
Second Half Strategies top competitors include: Anchor Wealth Management Group, Carlson Wealth, Bagby Wealth Management, Oak Wealth Management
What technology does Second Half Strategies use?
Some of the popular technologies that Second Half Strategies uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Second Half Strategies?
Second Half Strategies contact info: Phone number: (704) 360-5085 Website: www.2hstrategies.com
What does Second Half Strategies do?

Second Half Strategies offers personalized wealth management services aimed at empowering clients to make informed financial decisions. They provide a comprehensive approach that includes financial planning, investment management, and ongoing guidance tailored to individual circumstances. Their target clients are those who feel overlooked by tradit... ional wealth planners and seek a partner that prioritizes their unique financial goals. The firm emphasizes building trust and understanding clients' life priorities to simplify the complexities of financial management.Read More

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

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