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Hemlock Wealth Management

Hemlock Wealth Management

Investment ManagementFlag of USSharon, Pennsylvania, United States1-10 Employees

Company overview

Headquarters7 West State St. Suite 350, Sharon, Pennsylvania 16146, US
Phone number+17249776310
Website
NAICS5231
SIC628
Keywords
Risk Management, Comprehensive Financial Planning, Wealth Management, Business Succession, Oil, Estate Planning, Retirement, Investment Management, Wealth Planning, Wealth Transfer & Legacy Planning, Banking/Lending, Custom Portfolios, Gas & Mineral Rights Expertise, Managing Large Liquidity Events, Wealth Protection Strategies
Founded2016
Employees1-10
Socials

Key Contact at Hemlock Wealth Management

Flag of US

Clancy Atkinson

President

Hemlock Wealth Management Email Formats

Hemlock Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@hemlockwealth.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@hemlockwealth.com
66.7%
{first initial}.{last name}
j.doe@hemlockwealth.com
33.3%

About Hemlock Wealth Management

Hemlock Wealth is a comprehensive wealth management firm providing financial solutions to business owners, executives, families, corporations and non-profit organizations. Our goal is to become your trusted advisor and plan for the protection, growth and distribution of your wealth. Our clients are typically long-term investors and tend to be either busy professionals or retirees. While working, they are entrepreneurs, corporate executives and other professionals with active lives and families. They generally have assets between $500,000 and $50 million and often complex financial situations. Many do not have sufficient time, interest or inclination to tend to their financial goals and recognize they need professional guidance to address issues ranging from retirement and estate planning to tax and investment strategy. OneSeven is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training. Information in this message is for the intended recipient[s] only. Please visit our website www.WeAreOneSeven.com for important disclosures.

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Hemlock Wealth Management revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Hemlock Wealth Management has never raised funding before.

Frequently asked questions

Hemlock Wealth Management is located in Sharon, Pennsylvania, US.
You can reach Hemlock Wealth Management at +17249776310.
Hemlock Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Hemlock Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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