Accredited Wealth Management Email Formats

Investment Management • Louisville, Kentucky, United States • 1-10 Employees

Accredited Wealth Management Email Formats

Accredited Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@accreditedwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@accreditedwm.com	100%

Key Contact at Accredited Wealth Management

Steve Giacobbe

Founder and Chief Investment Officer

Company overview

Headquarters	6010 Brownsboro Park Blvd, Suite F, Louisville, Kentucky 40207, US
Phone number	+15022901905
Website	accreditedwm.com
NAICS	5231
SIC	736
Keywords	Investment Planning, Asset Allocation, Financial Planning, Financial Independence Analysis
Founded	2014
Employees	1-10
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About Accredited Wealth Management

We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy. Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. We are experienced and have a wide range of expertise to address the complex needs of wealth management. Our team is highly credentialed and dedicated to offering exceptional services, advice and comprehensive investment and wealth management solutions. Our objective is to provide our clients with a comprehensive solution that covers the key areas of wealth management. It is our belief that a well-designed wealth management approach should proactively integrate each of the following areas: • Investment Planning • Financial Independence Analysis • Debt Planning • Risk Management Accredited Wealth Management is a fee-only wealth management firm dedicated to providing our clients with objective, comprehensive and practical advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Accredited Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Accredited Wealth Management has never raised funding before.

Accredited Wealth Management Tech Stack

Discover the technologies and tools that power Accredited Wealth Management's digital infrastructure, from frameworks to analytics platforms.

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Slick

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HSTS

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Miscellaneous

Calendly

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Skrollr

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Bootstrap

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Frequently asked questions

Accredited Wealth Management is located in Louisville, Kentucky, US.

You can reach Accredited Wealth Management at +15022901905.

Accredited Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Accredited Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Accredited Wealth Management

Steve Giacobbe

Founder and Chief Investment Officer

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