Wigand Integrated Wealth is a registered independent advisory firm, committed to helping individuals, families, foundations, and endowments get the most from all of their wealth management opportunities. With over 30 years of experience, our team has honed a valuable set of skills, helping clients with their specialized needs – from large families striving to sustain their wealth from generation to generation, to corporate executives with concentrated equity; from military families deciding on pension options, to farmers and ranchers seeking liquidity and estate solutions.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 2320 W Colorado Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wigandintegratedwealth.com
- Keywords
- Individual and Family Financial Planning, Retirement Planning, Investment Management, Education Planning, Tax Strategy, Charitable Planning, Insurance Planning, Estate & Trust Planning, Trust Management, Business Interest Acquisition/Exit Review, Family Wealth Coaching, Incentive Compensation Guidance, Liability Planning, Pension & Profit-Sharing Plan Development, Emerging Wealth Coaching Program, Investment Policy Statement Development, Endowment/Foundation Theory, Governance, and Investment Management, Investment Committee Guidance and Education for Non-profits and Family Offices, Outsourced ICC (Investment Committee Chair).
- HQ
- Colorado Springs, Colorado
Wigand Integrated Wealth Questions
Wigand Integrated Wealth's website is wigandintegratedwealth.com
Wigand Integrated Wealth's LinkedIn profile is https://www.linkedin.com/company/wigandiw
Wigand Integrated Wealth has
6 employees.
View email and phone details for 6
employees at Wigand Integrated Wealth.
Wigand Integrated Wealth's industry is
Financial Services
Wigand Integrated Wealth's top competitors are
Larson Maddox,
Measure,
Wigand Integrated Tax & Advisory,
Apropos Advisory,
Centel Wealth Advisory,
Obi Health,
Topintegrator.com.
Wigand Integrated Wealth's categories are Financial Services
Wigand Integrated Wealth's founding year is 2020
