1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida. We specialize in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies.
We are fee-only, independent wealth management firm possessing nearly 20 years of investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty. We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service. We are dedicated to building long-term relationships with our clients.
As an independent, private wealth management firm, our clients financial needs come first. We work for you on a fee-only basis. We do not sell products, nor are we compensated by sales commissions. We receive no financial incentives to utilize one investment vehicle over another, unlike larger institutions. We are committed to your success.
We invite you to schedule a 60 minute complimentary consultation to discuss your financial objectives. Call or email us today to schedule your no-obligation consultation at 1-800-658-9560 or contactus@1650wealth.com We look forward to meeting with you!
Company Details
- Employees
- 1
- Founded
- -
- Address
- 255 Commercial Boulevard,
- Phone
- +1 800 658 9560
- co****@****lth.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- 1650wealth.com
- Keywords
- comprehensive wealth management, private wealth management firm, fee only investment advisor, independent wealth management firm, fiduciary, certified financial planner, alternative investments, registered investment advisor.
- HQ
- Lauderdale by the Sea, Florida
1650 Wealth Management Questions
1650 Wealth Management's helpline number is +1 800 658 9560
1650 Wealth Management's website is 1650wealth.com
1650 Wealth Management's LinkedIn profile is https://www.linkedin.com/company/1650-wealth-management
1650 Wealth Management has
1 employees.
View email and phone details for 1
employees at 1650 Wealth Management.
1650 Wealth Management's industry is
Investment Management
1650 Wealth Management's top competitors are
Davis Wealth Management, Inc.,
Calamos Wealth Management,
Avance Private Wealth Management,
Ivy Way Partners,
Integer Advisors Llp,
Azimut Genesis Advisors,
Alpha Prime Capital,
Adam Financial Associates Inc,
Davivienda Advisors,
Abacus Capital Advisors.
1650 Wealth Management's support email address is contactus@1650wealth.com
1650 Wealth Management's categories are Investment Management
1650 Wealth Management's founding year is 2010
