44 WEALTH MANAGEMENT LLC

About

44 WEALTH MANAGEMENT LLC is a reputable financial advisory firm with over 15 years of experience and $1.2 billion in assets under management. Their team of 20 financial experts offers personalized financial plans for clients to grow and protect their assets. The firm takes a holistic approach to consider all aspects of a client's financial situation, providing ongoing support and advice to help clients achieve their goals.

They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning, for a diverse group of clients, including high-net-worth individuals and small business owners. 44 WEALTH MANAGEMENT LLC operates on a fee-only basis, ensuring that their interests are aligned with their clients' success. Their team consists of highly qualified professionals, and the firm has a clean record with no reported disclosures. Overall, 44 WEALTH MANAGEMENT LLC is a reliable and experienced financial advisor that can help clients achieve their financial goals.

Facts & Insights

As of 2021 , 44 WEALTH MANAGEMENT LLC has $1.2 billion of assets under management, with a team of 20 advisors. The firm has been in business for over 15 years, establishing a solid reputation in the financial industry.

Fees & Compensation

As a fee-only firm, 44 WEALTH MANAGEMENT LLC only charges a fee based on a percentage of a client's assets under management. This ensures that the firm's interests are aligned with the success of their clients' portfolios.

Background

The team at 44 WEALTH MANAGEMENT LLC consists of highly qualified and experienced professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). With their extensive knowledge and expertise, the firm is well-equipped to handle various financial challenges and provide valuable guidance to its clients.