WR Wealth
Finance · Missouri, United States · 11-50 Employees
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Overview
Headquarters
1000 W Nifong Blvd Building 3 Ste 220, C...Phone Number
(913) 327-5545Website
www.wrwealth.comRevenue
$5.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WR Wealth
Freedom Wealth Planning is an independent fiduciary wealth planning firm based in Columbia, MO, and Sarasota, FL, specializing in comprehensive financial strategies for high-performing families, small business owners, and professional athletes. Their proprietary process, the Freedom FORMula, focuses on aligning clients' financial targets with tailored strategies, ensuring a collaborative and engaged advisory experience. The firm emphasizes a holistic approach to wealth management, integrating investment management, risk assessment, tax strategy, and estate planning. With a commitment to transparency and long-term relationships, Freedom Wealth Planning aims to empower clients to achieve financial independence and a work-optional lifestyle.Explore more
WR Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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2011
Company Profile Activity
Activity Insights
WR Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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WR Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WR Wealth.
WR Wealth Tech Stack
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Freedom Wealth Planning is an independent fiduciary wealth planning firm based in Columbia, MO, and Sarasota, FL, specializing in comprehensive financial strategies for high-performing families, small business owners, and professional athletes. Their proprietary process, the Freedom FORMula, focuses on aligning clients' financial targets with tailo... Read More
