Inflection Wealth Management

Inflection Wealth Management

Financial Services 15117 Main St 6 employees
Employees
6
Contacts
3
Emails
3

Inflection Wealth Management Overview

Headquarters
15117 Main St
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
6
Founded
2018
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Inflection Wealth Management

Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that reflect not only financial security, but a sense of reassurance and freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve. Please see our website for critical disclosures: https://www.inflectionwealthmanagement.com/disclosures

Inflection Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Inflection Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Peter Lee Founder & CEO / Senior Wealth Advisor
Email
Joe Brandenburg, Cfp® Senior Wealth Advisor at Inflection
Email
Patrick Scanlan Wealth Advisor at Inflection Wealth
Email
Leah Conger Client Experience Coordinator
View

Employees by Management Level

Executive 2 profiles
Associate / junior 2 profiles
Senior / Lead 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Executive 1 1 0

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