private contest - chosen name kept private
A premier Wealth Management Firm. We work with high-net-worth individuals and institutions, with a focus on portfolio management, tax management, and comprehensive financial planning. Ideally, we would like the name to reflect strength, integrity, knowledge, cutting-edge and advanced expertise. We would prefer, but not require, the name to include the words "Wealth Managment" or "Capital Advisors" as part of the name...for example, "Integrity Wealth Management."