Etesian Wealth Advisors, Inc
We structure our wealth management practice to emphasize client relationships over transactions. Our professionals serve as your single point of contact and are directly accountable for your satisfaction. •Integrity – Our business is built upon our people. The reputation that we create in the community is based upon the efforts of how our people are seen in the community. We strive to create a work/life balance environment at work were our people enjoy coming into work and in turn make quality decisions for each client. •Commitment – Our commitment to clients is a hallmark of our practice. Although we aren’t one of the nation’s largest wealth managers, our team structure enables an intimate, client-focused approach and we have realized many long-standing client relationships as a result. The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation. •Teamwork – Our team always maintains communication with each other to promote great ideas that can help you achieve your long term goals.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
7
organic / mo
Sign up free to see all 5 verified contacts at Etesian Wealth Advisors, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BW
Benjamin Wright
Partner, Portfolio Manager · Finance & Accounting
EmailPhone - SL
Stan Lochrie
Managing Partner · General Business & Management
EmailPhone - JS
Jesse Steele
Vice President Partner · General Business & Management
EmailPhone - JS
Jake Scarminach
Certified Financial Plannertm · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Etesian Wealth Advisors, Inc
4 distinct titles indexed · top 4 shown.
- 1certified financial plannertm
- 1managing partner
- 1partner, portfolio manager
- 1vice president partner
Sign up to unlock all 5 contacts at Etesian Wealth Advisors, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Etesian Wealth Advisors, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.