Client First Tax and Wealth Advisors Revenue
Investment Management • 
West Bend, Wisconsin, United States • 11-20 Employees
Client First Tax and Wealth Advisors revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Key Contact at Client First Tax and Wealth Advisors
Benjamin Traucht
Life Cycle Business Process Director And Tax & Accounting Team Lead
Company overview
| Headquarters | 215 N Main Street, Suite 1040, West Bend, WI 53095, US |
| Phone number | +12623351700 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Education, Financial Planning, Estate Planning, Tax Preparation And Planning, Investment Management, Property And Casualty Insurance, Health Insurance Planning, Life Insurance Planning, Social Security Planning, Medicare Planning, 401K Investment Advice, Adaptiv Investment Management System™, Trueholistic Financial Planning |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Client First Tax and Wealth Advisors Email Formats
Client First Tax and Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@clientfirsttaxandwealth.com), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@clientfirsttaxandwealth.com | 61.1% |
{first name}.{last name} | john.doe@clientfirsttaxandwealth.com | 38.9% |
About Client First Tax and Wealth Advisors
We help people secure the financial confidence they deserve. Client First exists to serve people like you. Our clients come from all stages of life; from young families to retirees, teachers, government employees, business owners, executives, and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care of our clients’ financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients’ needs. Whether it’s tax preparation and planning, financial planning for all situations, estate planning, or active investment management to maximize your returns, we have you covered. Your team at Client First brings a wide range of experience. Each team member possesses a unique ability that combines to provide a comprehensive financial, estate, insurance and tax planning solution.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Client First Tax and Wealth Advisors has 7 employees across 1 departments.
Departments
Number of employees
Funding Data
Client First Tax and Wealth Advisors has never raised funding before.
Client First Tax and Wealth Advisors Tech Stack
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Frequently asked questions
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