Company Overview
- Headquarters
- 121-B Reynolda Village, Winston-Salem NC
- Website
- timonier.com
- Phone
- (336) 725-5010
- Employees
- 5
- Founded in
- 1997
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Timonier Wealth Beyond Financial
Timonier Wealth Beyond Financial is a wealth advisory and management firm headquartered in Winston-Salem, North Carolina. The company employs five individuals and generates approximately $2.5 million in annual revenue. Timonier describes itself as a multi-generational, holistic wealth advisory firm operating as a family office. Timonier Wealth Beyond Financial offers a comprehensive suite of financial services aimed at addressing the diverse needs of both private wealth and corporate retirement plan clients. Their services encompass wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development, and personal and investment banking. Centralizing key financial planning and management personnel under one roof, Timonier strives to provide seamless, integrated solutions tailored to each client's unique goals and requirements. The firm operates on a fee-only platform, emphasizing transparency and acting as a fiduciary advocate for its clients. For more information about Timonier Wealth Beyond Financial, please visit their website at timonier.com.
Company Leadership
Timonier Wealth Beyond Financial Industry Tags
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