At Old Fort Wealth Management, we believe that a successful wealth management plan also includes tax planning. Everything you do with your money affects your tax return. Coordinating investment management with tax planning results in a better outcome and more money in your pocket
.Melanie Radcliff, CPA/PFS is registered with and offers securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Old Fort Wealth Management, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 200 N. Greenwood Ave, Fort Smith,arkansas 72901,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.oldfortwm.net
- Keywords
- tax planning, wealth management, consulting.
- HQ
- Fort Smith, Arkansas
Old Fort Wealth Management Inc. Questions
Old Fort Wealth Management Inc.'s website is https://www.oldfortwm.net
Old Fort Wealth Management Inc.'s LinkedIn profile is https://www.linkedin.com/company/oldfortwealth
Old Fort Wealth Management Inc. has
5 employees.
View email and phone details for 5
employees at Old Fort Wealth Management Inc..
Old Fort Wealth Management Inc.'s industry is
Investment Management
Old Fort Wealth Management Inc.'s top competitors are
Usa Truck, Inc.,
Arkansas Society Of Certified Public Accountants,
Agate Cpa,
Tax Strategy 365,
A Total Solution Cpa & Consulting Services, Inc.,
Aconts Global Business Solutions,
The Thorn Group,
Onealcpa Pllc,
Veritas Accounting Services,
Potentia Advisors Llc.
Old Fort Wealth Management Inc.'s categories are Investment Management
Old Fort Wealth Management Inc.'s founding year is 1998
