Wigand Integrated Wealth

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

2 N Cascade Ave Ste 1490, Colorado Sprin...

Phone Number

(719) 284-2200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wigand Integrated Wealth

Wigand Integrated Wealth offers comprehensive wealth management services, focusing on fiduciary responsibility and client-centered solutions. Their team combines extensive experience and knowledge to help clients achieve their financial goals through collaboration with other advisors. They emphasize conflict-free, knowledge-based strategies tailored to the unique needs of families and organizations. Additionally, they provide tax preparation services through a distinct entity, ensuring a clear separation of services.Explore more
Wigand Integrated Wealth's Social MediaPopular SearchesWigand Integrated WealthSIC Code 62,628NAICS Code 52,523Show more

Wigand Integrated Wealth Org Chart

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wigand Integrated Wealth

<$5M
1-10
Private
-
2020
RF
Robert ForestManager, Operations
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
-
TM
Teuta MorinaDirector and the Senior Wealth Advisor
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wigand Integrated Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wigand Integrated Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wigand Integrated Wealth.

Wigand Integrated Wealth Tech Stack

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Wigand Integrated Wealth News & Media

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Frequently Asked Questions Regarding Wigand Integrated Wealth

What is Wigand Integrated Wealth's official website?
Wigand Integrated Wealth's official website is www.wigandintegratedwealth.com
What is Wigand Integrated Wealth's Revenue?
Wigand Integrated Wealth's revenue is <$5 Million
What is Wigand Integrated Wealth's SIC code?
Wigand Integrated Wealth's SIC: 62,628
What is Wigand Integrated Wealth's NAICS code?
Wigand Integrated Wealth's NAICS: 52,523
How many employees does Wigand Integrated Wealth have?
Wigand Integrated Wealth has 1-10 employees
What industry does Wigand Integrated Wealth belong to?
Wigand Integrated Wealth is in the industry of: Finance, Securities Trading
What is Wigand Integrated Wealth competition?
Wigand Integrated Wealth top competitors include: Bay Harbor Wealth Management, Core Wealth Management, Waterford Advisors, Goodrich and Associates
What technology does Wigand Integrated Wealth use?
Some of the popular technologies that Wigand Integrated Wealth uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365
How do I contact Wigand Integrated Wealth?
Wigand Integrated Wealth contact info: Phone number: (719) 284-2200 Website: www.wigandintegratedwealth.com
What does Wigand Integrated Wealth do?

Wigand Integrated Wealth offers comprehensive wealth management services, focusing on fiduciary responsibility and client-centered solutions. Their team combines extensive experience and knowledge to help clients achieve their financial goals through collaboration with other advisors. They emphasize conflict-free, knowledge-based strategies tailore... d to the unique needs of families and organizations. Additionally, they provide tax preparation services through a distinct entity, ensuring a clear separation of services.Read More

What are Wigand Integrated Wealth social media links?
Wigand Integrated Wealth Linkedin page
Is Wigand Integrated Wealth a public company?
Wigand Integrated Wealth is private company therefore does not currently have an official ticker symbol
See more information about Wigand Integrated Wealth

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