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At Conversant Wealth, we are passionate about our clients’ success. As a registered independent wealth manager, we are dedicated to helping each client achieve their personal financial goals. Our diverse expertise allows us to work with executives and professionals, business owners and entrepreneurs, individuals and families. But what we really do is help people achieve the very best in their lives.
Wealth can be complicated, so we focus on simplifying decision-making to ensure that both personal goals and values remain a priority. We fulfill the fiduciary standard that places our clients’ interests above all others. Our team has more than 50 years of professional experience, which includes managing diversified investment portfolios across market cycles as well as navigating the dynamics of a family-owned business.
Company Details
Conversant Wealth Management Questions
Conversant Wealth Management's website is https://www.conversantwealth.com/
Conversant Wealth Management's LinkedIn profile is https://www.linkedin.com/company/conversantwealth
Conversant Wealth Management has
5 employees.
View email and phone details for 5
employees at Conversant Wealth Management.
Conversant Wealth Management's industry is
Financial Services
Conversant Wealth Management's top competitors are
Cirrus Real Estate Partners,
Women's Congressional Policy Institute,
Concenture Wealth Management,
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Lembck Family Office,
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Nyc Department Of Finance,
United States Senate Sergeant At Arms,
Singular Builders,
Indigo Sports Tech.
Conversant Wealth Management's categories are Financial Services
Conversant Wealth Management's founding year is 2020
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Top Conversant Wealth Management Employees
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Shawn Leonard Hawkins
Wealth Advisor @ Conversant Wealth…
Concord, California, United States, United States1homelister.com -
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Jeffrey Courtemanche
Co-Founder / Senior Wealth Advisor💰…
San Francisco Bay Area, United States2gmail.com, ml.com2 +121223XXXXX
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