Wealth Manager

Wealth Manager

Financial Services Montrose, Za 6 employees
Employees
6

Wealth Manager Overview

Headquarters
Montrose, Za
Industry
Financial Services
Employees
6
Founded
2008
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Natasha Van Greunen Business Support Manager
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Theuns Mans, Phd Phd International Business
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Andrew Mobsby Private Wealth Professional
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John Gartner Welcome to Gartner Wealth @ LinkedIn
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Employees by Management Level

Manager 4 profiles
Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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