Company Management

Socratic Better Wealth

Financial Services Raleigh, North Carolina, United States 9 employees

Employees: 9
Contacts: 2
Emails: 2
Phones: 1

socraticwealthadvisors.com LinkedIn

Socratic Better Wealth Overview

Headquarters: Raleigh, North Carolina, United States
Website: socraticwealthadvisors.com
Industry: Financial Services
Employees: 9
Founded: 2017
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Raleigh

About Socratic Better Wealth

Socratic Better Wealth offers customized financial planning and asset management to people looking to make smart decisions with their money. Through honest and ongoing dialogue, we help clients identify goals and map out appropriate investment strategies. We work with a wide variety of people that represent diverse goals and levels of income, believing that we bring value to anyone’s financial picture. Our decades of experience and deep expertise are reflected by the strength of our long-term client relationships. Our commitment to building value in all areas of life is evident in our community involvement and a company-wide dedication to giving back.

Socratic Better Wealth Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Socratic Better Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brandy Randall	Chief Operating Officer, Business Development Specialist, Client Services Manager at Socratic Better Wealth	Cary, North Carolina, United States	Email
Brad Williams, Cfp®, Mba	Private Wealth Advisor, at Socratic Better Wealth	Raleigh-durham-chapel Hill Area, United States	Email Phone
Andrew Lipson	Private Wealth Advisor @ Socratic Better Wealth		View