&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.
Read more&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.
Read moreCountry
State
Maryland
City (Headquarters)
Baltimore
Employees
1-10
Founded
2009
Estimated Revenue
$1 to $1,000,000
Social
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Managing Director
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