About
Wealth Managmeent Firm
Women owned, fee-only, wealth management firm providing investment portfolio management and real-world financial planning to those contemplating, near or in retirement.
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Detailed Information
- Location TypeHQ
- Opening Date2000
- Annual Revenue Estimate$1 to 2.5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- President Sandra Atkins
- Executive VP Helen Modly
- Chief Investment Officer and Wealth Manager Tommie Monez
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