Abacus Wealth Management
A financial strategy goes beyond an investment strategy. Sound planning principles involves investments as well as other big picture aspects: analyzing your estate, income taxes, education funds, current savings, insurance coverage and so on. Let us make sure you're heading in the best financial direction for your future.**Investment Disclaimer** Mutual funds and exempt market securities are provided through Portfolio Strategies Corp. Non-securities products and services are provided through Abacus Wealth Management Inc.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
1
organic / mo
Sign up free to see all 7 verified contacts at Abacus Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- GW
Gilles Wilvers
Certified Financial Planner · Finance & Accounting
EmailPhone - LS
Lee Schmidt
Partner - Insurance and Investment Advisor · Other
EmailPhone - DS
David Schumacher
Partner · General Business & Management
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Abacus Wealth Management
7 distinct titles indexed · top 7 shown.
- 1administrative assistant
- 1certified financial planner
- 1data processor
- 1financial advisor
- 1partner
- 1partner - insurance and investment advisor
- 1senior financial adviser
Sign up to unlock all 7 contacts at Abacus Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Abacus Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.