Capital Wealth and Tax Management
Financial Services • 
Northampton, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 130 Buck Rd, Suite 201B, Holland, PA 18966, US |
| Phone number | +12153556084 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Insurance, Financial Planning, Taxes |
| Employees | 1-10 |
Key Contact at Capital Wealth and Tax Management
Bernard P. Rooney
Managing Director
About Capital Wealth and Tax Management
Our mission is to help our clients accumulate, protect, and distribute their wealth efficiently throughout their lifetime. We understand that taxes play an important role in our client's financial plans and work to provide wealth management advice that complements their tax return. We work to provide an enjoyable client experience centered around quality advice and genuine client relationships.
Capital Wealth and Tax Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Capital Wealth and Tax Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Capital Wealth and Tax Management has never raised funding before.
Capital Wealth and Tax Management Tech Stack
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