1776 Wealth

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1776 Wealth — overview

About

1776 Wealth is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, financial consulting, retirement planning, family office, tax planning, estate planning, insurance planning, education planning, income planning, charitable giving, investment management, portfolio management, asset management, and wealth management. The firm provides investment advisory services to individuals, high-net-worth individuals, investment advisers, corporations, business entities, and charitable organizations.

1776 Wealth - known decision makers (3)

Position	Location	Asset Class
Chief Executive Officer and Founder	Atlanta, US	PERE
Chief Operating Officer and Co-Founder and Human Resources	Atlanta, US	PERE
Chief Compliance Officer	Atlanta, US	PERE

Showing 3 of 3 known decision makers 1776 Wealth

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