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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Peter Lee | Founder & CEO / Senior Wealth Advisor | Greater Seattle Area, United States |
Email
|
| Joe Brandenburg, Cfp® | Senior Wealth Advisor at Inflection | Seattle, Washington, United States |
Email
|
| Patrick Scanlan | Wealth Advisor at Inflection Wealth | Seattle, Washington, United States |
Email
|
| Leah Conger | Client Experience Coordinator | Seattle, Washington, United States |
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 | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Executive | 1 | 1 | 0 |
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