Traust Sollus Wealth Management

Traust Sollus Wealth Management

Financial Services 103 Carnegie Center 9 employees
Employees
9
Contacts
3
Emails
3
Phones
2

Traust Sollus Wealth Management Overview

Headquarters
103 Carnegie Center
Phone Number
Available in AeroLeads
Website
tswealth.com
Industry
Financial Services
Employees
9
Founded
1983
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Traust Sollus Wealth Management

Perhaps the most important decision you will make in the future is the choice of an exceptional wealth advisor. Someone who appreciates everything you have done to arrive where you are now. Someone who listens to your goals and dreams, and helps you plan to make them a reality. Traust Sollus is an exclusive wealth management firm, delivering exceptional financial advice on Personal Financial Planning, Investing, Tax Planning and Preparation, Retirement Planning and Business Consulting to a select group of loyal clients. One of the pivotal points that makes us unique is our steadfast client focus – putting you and your goals first, and creating plans and investment portfolios that reflect your personal expectations.

Traust Sollus Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Traust Sollus Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Laura M. Carrasco Tax Manager at Mercer Advisors
View
Ron Critelli Manager Finance & Operation at Mercer
Email Phone
Barry Newman Tax Planning and Preparation for High
Email
Gilbert A. Zimmerman, Jr. Jd Managing Director at Traust Sollus
Email Phone

Employees by Management Level

Manager 2 profiles
Individual contributor 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1

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