&Wealth

www.andwealth.com

&Wealth is a boutique financial advisory firm expressly created for women who are managing the inherent complexities of the wealth management process, on their own, often for the first time. Given our clients’ very special needs – along with their professional advisors unique requirements, &Wealth simplifies the initial, ongoing, and traditional complexities and inherent stresses of the wealth management, divorce, and trust & estate decision making process. With an elite, hand-picked team paired with time tested, tangible investment, cash-flow and risk management strategies, &Wealth blends its focused step by step financial planning system with thoughtful communication and a personalized, “go-at-your-own pace” approach.

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&Wealth is a boutique financial advisory firm expressly created for women who are managing the inherent complexities of the wealth management process, on their own, often for the first time. Given our clients’ very special needs – along with their professional advisors unique requirements, &Wealth simplifies the initial, ongoing, and traditional complexities and inherent stresses of the wealth management, divorce, and trust & estate decision making process. With an elite, hand-picked team paired with time tested, tangible investment, cash-flow and risk management strategies, &Wealth blends its focused step by step financial planning system with thoughtful communication and a personalized, “go-at-your-own pace” approach.

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Country

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State

Maryland

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City (Headquarters)

Baltimore

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Wealth Planning

    Email ****** @****.com
    Phone (***) ****-****
  • Blogger

    Email ****** @****.com
    Phone (***) ****-****

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