Turquoise Wealth Management
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
300 Main St Ste 401, Lafayette, Indiana,...Phone Number
(765) 637-7920Website
www.turquoisewm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Turquoise Wealth Management
Turquoise Wealth Management specializes in providing comprehensive financial planning and investment services tailored for engineers, scientists, and data-minded individuals and their families. The firm focuses on helping clients navigate their financial journeys by offering personalized strategies, tax planning, and family office services. With a commitment to fiduciary responsibility, they aim to instill confidence in their clients' financial decisions and future. Their experienced team emphasizes a thorough understanding of each client's unique goals and risk tolerance to create effective financial plans.Explore more
Turquoise Wealth Management Org Chart
SB
Wealth Advisor
JR
Founder & Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Turquoise Wealth Manageme...
<$5M
1-10
Private
-
2018
JB
Jeanna BlackburnRegistered Client Service Associate
Company Profile Activity
Activity Insights
Turquoise Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Turquoise Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Turquoise Wealth Management.
Turquoise Wealth Management Tech Stack
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Turquoise Wealth Management specializes in providing comprehensive financial planning and investment services tailored for engineers, scientists, and data-minded individuals and their families. The firm focuses on helping clients navigate their financial journeys by offering personalized strategies, tax planning, and family office services. With a... Read More
