IRC Wealth

  • Financial Services
  • Atlanta GA
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
3050 Peachtree Road Suite 220, Atlanta GA
Website
ircwealth.com
Phone
(404) 968-9348
Employees
8
Founded in
1992
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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Who is IRC Wealth

IRC Wealth is a value-based investment firm based in Atlanta, Georgia. The company is privately held and employs 8 people. IRC Wealth specializes in creating custom financial plans for business owners and professionals. They focus on wealth creation and helping clients achieve their long-term financial goals. IRC Wealth's services include strategic goal development, tactical implementation plans, and regular follow-up meetings. The company differentiates itself through its personalized approach, understanding the unique needs of entrepreneurs and professionals, and considering all types of assets when crafting financial plans. They use a proprietary planning model to guide clients towards financial freedom. For more information about IRC Wealth's services, visit their website at ircwealth.com.

IRC Wealth Industry Tags

Personal CFO
Personal Financial Planning
Strategic Business Planning
Wealth Management
Retirement Planning
Estate Planning
Financial Services
Financial Advisory Services
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IRC Wealth Tech Stack

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FAQ

What is the location of IRC Wealth's headquarters?
The headquarters of IRC Wealth are situated at 3050 Peachtree Road Suite 220, Atlanta GA
What is IRC Wealth's phone number?
IRC Wealth's contact number is (404) 968-9348.
What is IRC Wealth's official website?
The official website of IRC Wealth can be found at ircwealth.com.
What is IRC Wealth's current revenue?
As of October 2016, IRC Wealth's annual revenue reached $1B.
How many employees does IRC Wealth currently have?
IRC Wealth employs approximately 8+ people as of October 2016
Which industries is IRC Wealth primarily operating in?
IRC Wealth operates in the following industries: Finance, Credit
What are IRC Wealth's industry tags?
IRC Wealth's industry tags include: Personal CFO, Personal Financial Planning, Strategic Business Planning
When was IRC Wealth founded?
IRC Wealth was founded in 1992.

Employee Directory

Key Employees

David Ragland

CEO

Phone Email

Meghan Henderson

Client Services

Phone Email

Tiffany Hedemark

Chief Operating Officer

Phone Email

Valerie Sutton

Finance Operations

Phone Email