Veritable Wealth Advisory
We are a specialized wealth advisory firm with deep wealth planning and investment strategy expertise. Our team members each have strong credentials and industry experience they bring to the firm. This has enabled us to help many families with more complex financial planning needs across retirement planning, tax optimization, cash flow optimization, estate planning, risk management, and investment planning and strategies. Finances are an integral part of life, which we take very seriously - we genuinely want our Clients to live life well and confidently.
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Verified contacts
18
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
98
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AB
Adam Brown
Managing Director - Wealth Advisory · Other
EmailPhone - DS
Douglas Schein
Chief Investment Officer · Finance & Accounting
EmailPhone - MG
Matt Galbraith
Chief Operating Officer, Co-founder of Veritable Wealth Advisory · Other
EmailPhone - ML
Melissa Lafontaine
Manager of Operations & Client Experience · Other
EmailPhone
Showing 4 of 18 verified contacts
Top roles at Veritable Wealth Advisory
12 distinct titles indexed · top 10 shown.
- 4wealth advisor
- 3client experience manager
- 2managing director - wealth advisory
- 1ceo, wealth advisor
- 1chief investment officer
- 1chief marketing and experience officer
- 1chief operating officer, co-founder of veritable wealth advisory
- 1information technology architect and developer
- 1junior associate
- 1manager of operations & client experience
- +2more titles
Sign up to unlock all 18 contacts at Veritable Wealth Advisory
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