1650 Wealth Management Company Profile, Contacts & Intelligence

Investment Management255 Commercial Boulevard1 employeeFounded 2010
1 contact with email or phone data1 with email data1 with phone data
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Employees
1
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 1 visible contacts

1650 Wealth Management Overview

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!

Headquarters
255 Commercial Boulevard
Website
1650wealth.com
Industry
Investment Management
Founded
2010
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
comprehensive wealth management private wealth management firm fee only investment advisor independent wealth management firm fiduciary certified financial planner alternative investments registered investment advisor

1650 Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

1650 Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

T
Tom Balcom, Cfp®, Caia, Mba
Certified Financial Planner®
EP

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