Wealth Management
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1275 Glenlivet Dr Ste 100, Allentown, Pe...Phone Number
(484) 264-6270Website
www.wealthmanagement1.comRevenue
$7.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
1
1
2
About Wealth Management
WMI is completely independent and has no affiliations or ties to any financial services firm. This allows WMI to provide advice to its clients that is free from third party conflicts of interest. WMI operates under the fiduciary standard of care. This requires WMI to act solely in the company's clients best interest when offering financial advice. As such, WMI does not accept commissions or kickbacks from any financial services firm for financial products that it may recommend to its clients. WMI receives compensation exclusively from its clients. For this reason, the Fee-Only method of compensation is the most transparent and objective for investors. A comprehensive plan should include a detailed review of a clients financial situation, goal discussion, risk assessment and appropriate investments to achieve their goals. Any financial planner that manages money without providing their clients a financial plan is doing them a disservice. WMI is an independent Financial Planning and WealRead more
Wealth Management Org Chart
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Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Management.
Wealth Management financials insights
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2020
Debt
$150K
Wealth Management Tech Stack
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WMI is completely independent and has no affiliations or ties to any financial services firm. This allows WMI to provide advice to its clients that is free from third party conflicts of interest. WMI operates under the fiduciary standard of care. This requires WMI to act solely in the company's clients best interest when offering financial advice.... Read More
