Young Wealth Management
Financial Services
Worthington, Ohio, United States
12 employees
- Employees
- 12
- Contacts
- 4
- Emails
- 4
Young Wealth Management Overview
- Headquarters
- Worthington, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- young-wm.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2013
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Young Wealth Management
Young Wealth Management specializes in retirement planning for the greater Columbus area. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We make it a mission to protect your past, lead you through the present, and put a solid plan in place so that you are prepared for your future. We understand that each client has a unique situation along with different aspirations and goals; that is why we pride ourselves in being able to provide independent advice and tailored plans to fit your needs. We also believe in educating our clients to ensure they understand how a strategy works before implementing anything on their behalf. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Young Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Young Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Danielle Noday | Director of Client Experience at Young Wealth Management | Powell, Ohio, United States |
Email
|
| Benjamin Heilshorn | New Business Liaison at Young Wealth Management | Columbus, Ohio, United States |
Email
|
| Noel Justice | Client Service Associate | Alexandria, Ohio, United States |
Email
|
| Brent Wells | Co-owner & Financial Advisor at Young Wealth Management | Columbus, Ohio, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Associate / junior
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
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