BrookHaven | Integrated Wealth Strategies
Financial Services • 
122 W Franklin St, Hartwell, United States • 1-10 Employees
Company overview
| Headquarters | 122 W Franklin St, Hartwell, Georgia 30643, US |
| Phone number | +17628470126 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Stategists |
| Employees | 1-10 |
Key Contact at BrookHaven | Integrated Wealth Strategies
Blake Schaper
Founder | Chief Executive Officer
BrookHaven | Integrated Wealth Strategies Email Formats
BrookHaven | Integrated Wealth Strategies uses 2 email formats. The most common is {first initial} (e.g., j@brookhaven.us), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@brookhaven.us | 50% |
{first name} | john@brookhaven.us | 50% |
About BrookHaven | Integrated Wealth Strategies
BrookHaven offers clients and financial advisors an integrated approach to private wealth planning. Replacing the disjointed financial planning process with a dynamic and collaborative suite of services, we provide one plan, in one place, with one team. Serving high-net-worth individuals, businesses, and multi-generational families, our foundation is built on efficiency and excellence—so our clients have complete peace of mind. Welcome to a new era in financial planning.
BrookHaven | Integrated Wealth Strategies revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
BrookHaven | Integrated Wealth Strategies has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
BrookHaven | Integrated Wealth Strategies has never raised funding before.
Italy
Ireland
Portugal
Australia
Canada
Frequently asked questions
4.8
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