Company Overview
- Headquarters
- 1629 Thames St, Baltimore MD
- Website
- andwealth.com
- Phone
- (410) 844-3300
- Employees
- 4
- Founded in
- 2009
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$6B
Who is Wealth
&Wealth is a boutique financial advisory firm located in Baltimore, Maryland. As a small business with 4 employees, &Wealth focuses on providing specialized services to women navigating the complexities of wealth management. &Wealth caters specifically to women managing their finances, often independently for the first time. The firm offers comprehensive financial advisory services, including wealth management, divorce planning, and trust & estate services. Their approach emphasizes simplifying the often stressful process of managing wealth, working alongside clients' existing professional advisors. &Wealth distinguishes itself through its personalized, "go-at-your-own-pace" approach, combining a structured financial planning system with open communication. They leverage time-tested investment, cash-flow, and risk management strategies to tailor solutions to each client's unique needs. For more information about &Wealth's services, please visit their website at andwealth.com.
Wealth Industry Tags
Wealth Tech Stack
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