Medalist Wealth Management
Financial Services
Se
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Medalist Wealth Management Overview
- Headquarters
- Se
- Website
- www.medalistwealth.com
- Industry
- Financial Services
- Employees
- 4
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Medalist Wealth Management
๐ฌ๐ข๐จ ๐๐๐ฆ๐๐ฅ๐ฉ๐ ๐ ๐๐๐ฅ๐ฆ๐ง-๐ฃ๐๐๐๐ ๐ฅ๐๐ง๐๐ฅ๐๐ ๐๐ก๐ง At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence. Our goal is to bridge the gap between your dreams for the future and the reality of pursuing them. We're dedicated to helping you transition from the workforce to a thriving retirement with comprehensive, transparent strategies. We want to help you conquer your retirement and live with confidence. Our team has the expertise to build a solid financial plan focusing on: โ๏ธ RETIREMENT INCOME STRATEGIES โ๏ธ WEALTH PRESERVATION โ๏ธ TAX-EFFICIENT STRATEGIES โ๏ธ LIFE INSURANCE โ๏ธ MEDICARE & HEALTHCARE PLANNING ๐๐ผ๐ป๐๐ฎ๐ฐ๐ ๐จ๐! ๐ฒ (844) 633-2547 โ๏ธ info@medalistwealth.com ๐ medalistwealth.com DISCLOSURE Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a registered investment adviser. 4670145 - 07/25 Affiliated with IPW since: 07/2025
Medalist Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Medalist Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brianna Sherman | Freelance Writer / Content Manager / Assistant | Hastings, Michigan, United States |
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| Megan Keller | Dedicated to Fostering Client Loyalty and Driving Business Growth |
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| Matthew Eilers | Founder & CEO of Medalist Wealth Management๐นhost of in the Money Tv ๐บ Retirement Income Strategies - Wealth Preservation - Tax Planning - Medicare | Grand Rapids, Michigan, United States |
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Employees by Management Level
Executive
1 profile
Manager
1 profile
Individual contributor
1 profile