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InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley.
The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans.
“The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.”
InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.).
For more information, please visit InLightWealth.com.
Company Details
- Employees
- 6
- Address
- Atlanta, Ga
- Industry
- Financial Services
- Website
- http://inlightwealth.com
- Keywords
- Private Wealth Management.
- HQ
- Atlanta, GA
Inlight Wealth Questions
InLight Wealth's website is http://inlightwealth.com
InLight Wealth's LinkedIn profile is https://www.linkedin.com/company/inlight-wealth
InLight Wealth has
6 employees.
View email and phone details for 6
employees at InLight Wealth.
InLight Wealth's industry is
Financial Services
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InLight Wealth's categories are Financial Services
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Top InLight Wealth Employees
-
Angie Dumler, CFP
n/a
Atlanta Metropolitan Area, United States3gmail.com, yahoo.com, inlightwealth.com -
Nathan Scott
Director Of Administration
Atlanta, Georgia, United States, United States2wealthmd.com, regions.com2 +120532XXXXX
-
Ben Esser
Partner At Inlight Wealth
Atlanta, Georgia, United States, United States5morganstanley.com, mssb.com, morganstanleysmithbarney.com, smithbarney.com, inlightwealth.com -
Fey George-Taylor
Wealth Management Associate
Atlanta, Georgia, United States, United States1gmail.com
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