Relevance Capital Management is a wealth management firm and SEC-registered investment adviser focused on helping the generation that redefined everything, redefine retirement.
WHO WE ARE
We are experienced financial professionals with a passion for helping our clients invest, manage and maximize the efficiency of their wealth. In furtherance of this passion, we employ a practical, down-to-earth approach focused on transparency, objectivity and directness.
WHAT WE DO
We believe the primary need of the typical retiree is a growing income stream that can replace their paycheck. To meet this need, we strive to build portfolios that have the ability to generate a rising income stream over time.
Company Details
- Employees
- 3
- Address
- 2556 Lillian Miller Pkwy, Suite 105, Denton,texas 76210,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- relevancecm.com
- Keywords
- Plano.
- HQ
- Denton, Texas
Relevance Capital Management Questions
Relevance Capital Management's website is relevancecm.com
Relevance Capital Management's LinkedIn profile is https://www.linkedin.com/company/the-relevance-group
Relevance Capital Management has
3 employees.
View email and phone details for 3
employees at Relevance Capital Management.
Relevance Capital Management's industry is
Investment Management
Relevance Capital Management's top competitors are
Cereus Holdings,
Northstar Bank, A Carlile Company,
Westfall Private Capital,
James Vu & Co.,
Van Buren Advisory Llc,
Trinitas Business Valuations,
9m Investments, Llc,
Sabre Financial Services, Llc.,
Money Matters With Ken Moraif,
Enable Ventures.
Relevance Capital Management's categories are Investment Management
