Wealth Management, Inc

Wealth Designed. Life Defined.

General Information
Company Name
Wealth Management, Inc
Founded Year
1985
Location (Offices)
Little Rock, United States +2
Founders / Decision Makers
Number of Employees
4
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Wealth Management, Inc - Company Profile

Wealth Management, Inc is a financial services and wealth management startup that aims to inspire and empower clients to achieve True Wealth through a unique combination of wealth planning, asset management, and life coaching, called LIFEonomics™. Founded in 1985, the company's mission is to provide clients with a life free of worry and regret. As an Investment Adviser Representative, it offers securities through Cetera Advisor Networks LLC and investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. The startup operates under the Carson Institutional Alliance, a division of CWM, LLC, which is a nationwide partnership of advisors. As a reputable player in the industry, it boasts a registered branch in Little Rock, AR. Those interested in the company's business registration can visit www.canistillretire.com for a list of states where it is registered to operate. Overall, Wealth Management, Inc has firmly established itself as a reliable partner for individuals seeking holistic financial planning, effective asset management, and life coaching services. With its commitment to achieving True Wealth for clients, the company embodies its slogan, "Wealth Designed. Life Defined."

Taxonomy: Wealth Management, Financial Planning, Investment Advisory, Life Coaching, Estate Planning, Retirement Planning, SEC Registered Investment Advisor, Wealth Planning, Investment Management

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