WRAPMANAGER

We are wealth management specialists. WrapManager is also an authority on money managers. We conduct due diligence on money managers to identify strategies that become part of our recommended list. We then work very closely with each client to shape a strategic financial plan to help them reach their specific goals... WrapManager clients include high-net-worth professionals, retirees, executives, and business owners who understand the value of knowing where they are financially, where they want to go, and how to get there. Our clients trust us to manage their wealth... WrapManager promises you a direct, objective and transparent opportunity to work with money managers.

Also known as: WrapManager, Inc.

Primary location: Mill Valley United States