Wealth Management Email Formats
Investment Management • 
Phoenix, Arizona, United States • 1-10 Employees
Wealth Management Email Formats
Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthenhancement.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthenhancement.com | 76.9% |
{first name} | john@wealthenhancement.com | 15.4% |
{last name} | doe@wealthenhancement.com | 7.7% |
Key Contact at Wealth Management
William Lin
Vice President
Company overview
| Headquarters | Phoenix, Arizona, United States |
| NAICS | 5231 |
| Keywords | Portfolio Risk Management, Investment Analysis, Financial Planning |
| Founded | 2010 |
| Employees | 1-10 |
About Wealth Management
Before creating SC Wealth Management, Steven started his career as a Financial Advisor with UBS Paine Webber. He was then recruited by Bank of America Merrill Lynch, where he was promoted to Vice President in his region and the esteemed Executive’s Club. The SC Wealth Management team provide customized comprehensive financial planning and wealth management to a select number of individuals, families, and businesses. Our mission is to empower our clients to achieve financial security and prosperity by providing accountable, prudent, and ethical advice. We incorporate a personalized and collaborative approach when working with our clients. We strive to build long-term exclusive relationships based on trust, integrity, and professionalism. Our aim is to navigate our clients through life's financial complexities with clarity and confidence. As a Fiduciary, our team is legally obligated to prioritize our clients' interests over our own. We leverage the strength and resources from our custodian, Altruist, and take pride in utilizing investments that are both liquid and transparent.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wealth Management has never raised funding before.
Australia
Frequently asked questions
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