Neumann Capital Management, LLC
www.neumanncapital.comNeumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate “work/life” balance.
Read moreNeumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate “work/life” balance.
Read moreCountry
State
California
City (Headquarters)
Foster City
Employees
1-10
Founded
1990
Estimated Revenue
$1,000,000 to $5,000,000
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View all employeesPotential Decision Makers
Principal at Neumann Capital and Owner , Neumann Capital
Email ****** @****.comPhone (***) ****-****Partner and Wealth Manager
Email ****** @****.comPhone (***) ****-****Partner and Wealth Manager
Email ****** @****.comPhone (***) ****-****