Company Email Format Management

Transcend Wealth Partners

Financial Services Sonoma, California, United States 11 employees

Employees: 11
Contacts: 4
Emails: 4
Phones: 2

www.transcendwealthpartners.com LinkedIn

Transcend Wealth Partners Overview

Headquarters: Sonoma, California, United States
Phone Number: Available in AeroLeads
Website: www.transcendwealthpartners.com
Industry: Financial Services
Employees: 11
Founded: 2018
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Family Office Services Strategic Wealth Planning Wealth Education Wealth Administration

About Transcend Wealth Partners

We simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease. Our turn-key private family office solution does not have a conflict of providing investment advisory services. This is what makes us truly unique in the family office industry. Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful. Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.

Transcend Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Transcend Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
April Gutierrez	Executive Assistant at Transcend Wealth Partners	Napa, California, United States	Email
Gina Bell	Grateful Every Day	Napa, California, United States	Email Phone
Nicolette Hardinger	Senior Accountant at Transcend Wealth Partners	Reno, Nevada, United States	Email
Maya Boguslavsky	Partner at Transcend Wealth Partners	Greater Philadelphia, United States	Email Phone