Fine Wealth Management
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 433 Plaza Real, Suite 275, Boca Raton, FL 33432, US |
| Phone number | +15615692288 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Fine Wealth Management
Jeffrey Fine
Founder - Charitable/Estate/Business Planning Strategist - Wealth Manager
Fine Wealth Management Email Formats
Fine Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@finewealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@finewealthmanagement.com | 100% |
About Fine Wealth Management
Fine Wealth Management communicates and collaborates daily with our clients, as well as the clients of our RIA and IMO partners, as we strive to create substantial client value and benefit by providing strategic and comprehensive corporate/individual investment and insurance consulting and design, as well as organizational and individual FA/insurance agent business development and practice management guidance. We do this with a constant goal and focus to maximize tax efficiency for those individuals, companies, and industry partners with which we are privileged to work.
Fine Wealth 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
Funding Data
Fine Wealth Management has never raised funding before.
United Kingdom
Germany
Canada
Dominican Republic
South Africa
Frequently asked questions
4.8
40,000 users
