MANAGER OF WEALTH

At Manager of Wealth LLC. our core belief is that we can best serve our clients with a team approach to Wealth Management. By assembling a team of professionals from complimenting industries, including certified financial planners, accountants, attorneys and real estate professionals, Manager of Wealth LLC is able to develop, enhance and perpetuate our clients' wealth building plan in the most efficient and effective manner possible. With the creation and implementation of a Client Concierge Program,we are able to perform a complete financial analysis for each client, give them a personalized analysis of their current situation, their outlook based on the current situation, and recommended changes that will help them reach their financial goals that we help them to develop as part of their life plan.

Also known as: Manager of Wealth LLC

Primary location: Pikesville United States