Founders Wealth Management And Planning

Description

• We offer private wealth and investment services with a focus on disciplined risk management and preservation of capital. We do NOT provide one size fits all portfolios. Our services are exclusively tailored to the needs of you and your family. We work every day with our clients to help them achieve their objectives and provide the advice and confidence needed so that they can live life fully. Dedicated to PROACTIVE client service and communication, we offer a written, signed Commitment To Service. We invite you to explore the benefits of a private wealth management firm that believes this countrys investors want and deserve unbiased advice and highly personalized service. We are steadfast in acting as a fiduciary to all of our clients.Our Custom Wealth Management Strategies: We actively coordinate on your behalf with your trusted CPA and Estate Attorney to thoroughly serve your individual situation through: Trust & Estate Coordination, Retirement Planning & Management, Custom Investment Management, Risk Management, Charitable Giving & Foundation Consulting, Tax Coordination & Minimization, Financial Planning, Family Legacy PlanningInvestment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC.
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  Headquarters:3940 Lewis Speedway Suite 2201, St Augustine, Florida, United States

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  Phone Number: +1 904-825-0422

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  Website: https://www.dogwoodip.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Founders Wealth Management And Planning

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• |  NAICS Code: 523920  |

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