Wealth Management Accounting
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
10425 Oak Valley Rd, Fort Wayne, Indiana...Phone Number
(260) 624-0490Website
www.wmateam.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Management Accounting
Wealth Management Accountants offers a comprehensive range of wealth management accounting solutions, including investment management, tax planning, and estate planning. Their services are tailored for small businesses, individuals, families, financial advisors, CPAs, and attorneys. The firm emphasizes a cohesive approach to financial management, ensuring clarity and efficiency by integrating various financial services under one team. With a focus on asset protection and maximizing tax savings, they aim to help clients achieve their financial goals and secure their legacies.Explore more
Wealth Management Accounting Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
Company Profile Activity
Activity Insights
Wealth Management Accounting is experiencing very low activity levels compared to other companies in the Finance sector.
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Wealth Management Accounting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Management Accounting.
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Wealth Management Accountants offers a comprehensive range of wealth management accounting solutions, including investment management, tax planning, and estate planning. Their services are tailored for small businesses, individuals, families, financial advisors, CPAs, and attorneys. The firm emphasizes a cohesive approach to financial management, e... Read More
