Company

Wayfinder Wealth

Financial Services Is Evolving. 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 2

www.wayfinder-wealth.com LinkedIn

Wayfinder Wealth Overview

Headquarters: Is Evolving.
Website: www.wayfinder-wealth.com
Industry: Financial Services
Employees: 6
Founded: 2022
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Life Planning Tax Planning Self-Employed Entrepreneurs

About Wayfinder Wealth

You want to make smart choices with money. The financial world can give you a lot of jargon. Frankly, there are options you should have heard about, but haven't. We help enterprising families, individuals, and the self-employed sort it out. Securities offered only by duly-licensed individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered through Csenge Advisory Group, LLC, a registered investment advisor. Wayfinder Wealth, Csenge Advisory Group, LLC, and MAS are not affiliated entities.

Wayfinder Wealth Contact Details

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

Wayfinder Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Marni Andreason	Operation Manager - Innovative Planning	Dallas, Texas, United States	View
Steve Wingard		Dallas, Texas, United States	Email Phone
Michael Grimm	Senior Planner at Wayfinder Wealth	Dallas, Texas, United States	Email Phone
Tony Pampel, Cfp®, Cpwa®, Cvga™	Innovative Planning for Enterprising	Dallas, Texas, United States	Email