Lineweaver Wealth Advisors

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Lineweaver Wealth Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Valley View, OH, US

Alternative Asset Classes

-

About

Lineweaver Wealth Advisors is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include wealth management, financial planning, retirement planning, estate planning, insurance planning, portfolio management, pension consulting, and tax planning. It advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Lineweaver Wealth Advisors - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Chairman, Consultant & Portfolio ManagerValley View, USGEN
Director of Marketing and OperationsValley View, USGEN
Financial ConsultantValley View, USGEN
Investment Adviser RepresentativeValley View, USGEN
Investment AssistantValley View, USGEN

Showing 5 of 7 known decision makers Lineweaver Wealth Advisors

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