Congruent Wealth
Wealth Management for successful families looking to focus on their life of meaning. We serve a limited number of families who we can provide exceptional value, smart financial advice, wealth preservation strategies and ways to support the people and causes they care about most. A deep understanding of our clients with a focus on what is most important in their lives is the key to personalized, strategic wealth management.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- RT
Renee Thompson
Office Manager · Operations
EmailPhone - CF
Charity Floyd
Executive Assistant · General Business & Management
EmailPhone
Showing 2 of 6 verified contacts
Top roles at Congruent Wealth
4 distinct titles indexed · top 4 shown.
- 2executive assistant
- 1director of operations
- 1office manager
- 1private wealth advisor owner
Sign up to unlock all 6 contacts at Congruent Wealth
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