Agile Wealth
Agile Wealth Partners is a boutique wealth planning firm based in Northville, Michigan. We service businesses and families to help them achieve financial independence through, tax, estate, protection, planning, and asset management.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JT
Jonathan Thomason
Director of Financial Planning · Finance & Accounting
EmailPhone - JO
John Oliver
Director of Asset Management · Finance & Accounting
EmailPhone - TE
Taylor Eagle
Head of Research · Research & Development
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Agile Wealth
3 distinct titles indexed · top 3 shown.
- 1director of asset management
- 1director of financial planning
- 1head of research
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