Wealth Manager Overview
- Headquarters
- Montrose, Za
- Website
- wealthmanager.co.za
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2008
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Manager
Creating. Managing. Preserving Wealth. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and is committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Wealth Manager has successfully partnered both private and corporate clients in their mission to achieve their financial goals through this process of creation, management and preservation. These successful partnerships have been a result of a culmination of financial planning, tax planning, investment management and estate planning skills and expertise gathered over the past 27 years.
Wealth Manager Contact Details
- People in AeroLeads
- 4
Wealth Manager Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Natasha Van Greunen | Business Support Manager | City of Cape Town, Western Cape, South Africa |
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| Theuns Mans, Phd | Phd International Business |
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| Andrew Mobsby | Private Wealth Professional | City of Cape Town, Western Cape, South Africa |
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| John Gartner | Welcome to Gartner Wealth @ LinkedIn | Greater London, England, United Kingdom |
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Employees by Management Level
Manager
4 profiles
Individual contributor
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |