Curated Wealth Partners is a multi-family office delivering differentiated financial advice and well-being to a select group of families. As veterans of the wealth management industry, with backing from some of the most sophisticated financial professionals in the industry, we launched Curated Wealth because our clients deserve a better, more integrated experience. They deserve the unbiased, thoughtful, personalized approach to managing their financial life that they would get from their own, dedicated family office.
Curated Wealth Partners delivers this seamless, integrated approach to those families who understand the benefits of having a family office, but don’t want to manage it themselves. Our primary services include investment management, cash flow management, financial and estate planning, and debt management, though we often help with issues far afield from these core competencies. At Curated, our clients are our partners, and we use that word in our firm’s name with intention. As trusted, long-term, family advisors, everyday we are guiding our clients through the many challenges and opportunities that come with generational wealth. If you are interested in having us do the same for you and your family, please ask a friend or client to refer you.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 2321 Rosecrans Ave,
- Phone
- + (310) 3560830
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- curatedwealthpartners.com
- Keywords
- El Segundo.
- HQ
- El Segundo, California
Curated Wealth Partners Questions
Curated Wealth Partners's helpline number is + (310) 3560830
Curated Wealth Partners's website is curatedwealthpartners.com
Curated Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/curated-wealth-partners
Curated Wealth Partners has
14 employees.
View email and phone details for 14
employees at Curated Wealth Partners.
Curated Wealth Partners's industry is
Financial Services
Curated Wealth Partners's top competitors are
Benedict Canyon Equities,
Morton Wealth,
Asana Partners,
Beacon Pointe,
Composition Wealth,
Skybridge Capital,
Capital Group,
Iconiq,
Ep Wealth Advisors,
Gkv Capital Management.
Curated Wealth Partners's categories are Financial Services
Curated Wealth Partners's founding year is 2018
