Wealth Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

30 Braintree Hill Park Ste 201, Braintre...

Phone Number

(781) 884-2336

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealth Management

Rope Financial is an independent financial planning firm that offers tailored financial advice to pre-retirees, retirees, wealth accumulators, and legacy builders. They focus on understanding clients' goals and priorities, providing fee-only services without selling products. The firm emphasizes a collaborative approach, coordinating with clients' other professionals to ensure comprehensive financial management. Their mission is to empower clients to achieve their financial goals while minimizing stress and maximizing security.Explore more
Popular SearchesWealth ManagementUS Wealth Rope TeamSIC Code 62,628NAICS Code 52,523Show more

Wealth Management Org Chart

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JD
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Manager, Investment

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RR
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Founder & Financial Planner

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ND
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Financial Planner

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DA
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Mortgage Closer, Encompass Administrator and ...

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TL
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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management

<$5M
11-50
Private
-
-
JD
Jim DaronManager, Investment
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2016
AM
Angela MorrisonVice President, Operations
<$5M
11-50
Private
-
-
EQ
Edward QuirkManager, Wealth
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Top Finance Companies

Frequently Asked Questions Regarding Wealth Management

What is Wealth Management's official website?
Wealth Management's official website is www.uswealthropeteam.com
What is Wealth Management's Revenue?
Wealth Management's revenue is <$5 Million
What is Wealth Management's SIC code?
Wealth Management's SIC: 62,628
What is Wealth Management's NAICS code?
Wealth Management's NAICS: 52,523
How many employees does Wealth Management have?
Wealth Management has 11-50 employees
What industry does Wealth Management belong to?
Wealth Management is in the industry of: Finance, Securities Trading
What is Wealth Management competition?
Wealth Management top competitors include: Salient Financial, US Wealth Quirk, Bob Chitrathorn Wealth Planning, Water Street Financial
How do I contact Wealth Management?
Wealth Management contact info: Phone number: (781) 884-2336 Website: www.uswealthropeteam.com
What does Wealth Management do?

Rope Financial is an independent financial planning firm that offers tailored financial advice to pre-retirees, retirees, wealth accumulators, and legacy builders. They focus on understanding clients' goals and priorities, providing fee-only services without selling products. The firm emphasizes a collaborative approach, coordinating with clients'... other professionals to ensure comprehensive financial management. Their mission is to empower clients to achieve their financial goals while minimizing stress and maximizing security.Read More

Is Wealth Management a public company?
Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wealth Management

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