About 1776 WEALTH LLC
1776 WEALTH LLC is a leading financial services firm dedicated to helping clients achieve their financial goals. With a team of highly qualified and experienced advisors, 1776 WEALTH LLC provides personalized financial solutions to individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Develops personalized financial plans based on individual needs and goals
- Offers a wide range of financial services to meet various needs
- Provides ongoing support and guidance to clients
- Utilizes a team-based approach to ensure comprehensive and quality service
Facts and Insights
1776 WEALTH LLC has been serving clients since its inception in 2003. Over the years, the firm has built a strong reputation for its commitment to excellence and client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $1 billion | 10 |
| 2020 | $2 billion | 15 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
1776 WEALTH LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm works closely with each client to understand their unique needs and develop customized solutions to meet their financial goals.
Fees & Compensation
As a fee-based firm, 1776 WEALTH LLC charges a percentage of assets under management as its primary form of compensation. This ensures that the firm’s interests are aligned with those of its clients.
Background
The team at 1776 WEALTH LLC is made up of highly qualified and experienced professionals who are committed to providing top-notch service to their clients. With a wealth of knowledge and expertise, they strive to help clients achieve financial success and security.
Financial Advisor Disclosures to Know
In the interest of transparency and client trust, it is important to note that 1776 WEALTH LLC does not have any disclosures or regulatory actions against them. The firm prides itself on its ethical and professional conduct in all financial matters.