Timmons Wealth Management
Investment Management • 
Attleboro, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 300 North Main Street, Attleboro, MA 02703, US |
| Phone number | +17743312172 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Retirement Planning, Fixed Income, Portfolio Management, Financial Planning, Investment Management, Budget Management & Debt Reduction Strategies, Education Savings Strategies, Expert Referrals, Investment Research (Equity, Mutual Funds) |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Timmons Wealth Management
Liam Timmons
President
Timmons Wealth Management Email Formats
Timmons Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@twealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@twealthmanagement.com | 100% |
About Timmons Wealth Management
Timmons Wealth Management is an independent, Registered Investment Advisor that was founded by Liam Timmons to address the investment and financial planning needs of individuals, families and small businesses. At Timmons Wealth Management, we recognize that standardized client profiles and investment strategies might fit the composite person, but each client is different. Industry conventions and rules of thumb often fail to address what clients really need to achieve what is most important to them. Market indices used to analyze investment performance are fine in theory, but the benchmark that really matters is the client’s goals. Investors require a strategy customized to achieve their specific goals, and one flexible enough to change as those goals change. Applying these insights to the extensive experience and credentials Liam has garnered throughout his career, Timmons Wealth Management takes a refreshingly new approach to investment management. At Timmons Wealth Management, our mission is to provide you with security and peace of mind through comprehensive investment management and financial planning services. We believe a highly personalized experience builds lasting relationships and leads to well informed decision making. Through careful collaboration and the implementation of a dynamic approach to wealth management, we strive to exceed your expectations.
Timmons Wealth Management revenue & valuation
| Annual revenue | $16,200,000 |
| Revenue per employee | $8,069,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $51,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Timmons Wealth Management has never raised funding before.
Timmons Wealth Management Tech Stack
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