Your Mission – should you choose to accept…
the wealth boutique
something creative and different. Sophisticated possibly trendy and vintage at the same time, if that's possible. I initially thought about something with an abstract umbrella but I really have no tie to anything.
customized wealth management services.( investments, financial planning, asset protection, retirement planning, 401k plans etc..) more work with the high net worth and companies as we do financial wellness programs
March 25, 2019 1:46 PM
closed 4 months ago