Saturn Wealth
As an independent financial services firm, Saturn Wealth approaches the process of helping clients plan for their future with care, consideration and commitment. We aren’t tied to one company or one specific set of products. Rather, we work to help align our clients strategically with solutions tailored to their specific goals and objectives. We believe in listening first, offering financial education second and making recommendations only after the clients feels confident about moving forward. Our experienced, knowledgeable team is committed to providing individuals and families in all stages of planning objective, unbiased financial advice. Furthermore, Saturn Wealth values savings programs that could include low-cost, low-fee options that may help reduce our clients’ tax burden and potentially enhance their retirement position. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
26
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CH
Carma Hall
Client Relationship Manager · Customer/Client Service
EmailPhone - RT
Rachel Taft
Operations Manager · Operations
EmailPhone - CM
Charisse MacKenzie
President · General Business & Management
EmailPhone - CM
Charisse MacKenzie
Investment Advisor Representative · Finance & Accounting
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Saturn Wealth
4 distinct titles indexed · top 4 shown.
- 1client relationship manager
- 1investment advisor representative
- 1operations manager
- 1president
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