Congruent Wealth
Financial Services
7077 Bonneval Rd
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
Congruent Wealth Overview
- Headquarters
- 7077 Bonneval Rd
- Website
- www.congruentwealth.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Congruent Wealth
Wealth Management for successful families looking to focus on their life of meaning. We serve a limited number of families who we can provide exceptional value, smart financial advice, wealth preservation strategies and ways to support the people and causes they care about most. A deep understanding of our clients with a focus on what is most important in their lives is the key to personalized, strategic wealth management.
Congruent Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Congruent Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Phillips | Congruent Wealth - Director of Operations | Greater Boston, United States |
Email
|
| Micheal Age | Wealth Planner | Metro Jacksonville, United States |
Email
|
| Sarah Harrison | Executive Assistant at Congruent Wealth |
View
|
Employees by Management Level
Director
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
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