Name | Title | Contact Details |
---|---|---|
Bob Mayhew |
Vice President - IT Applications & Development Support | Profile |
Jason Roberson |
VP IT Applications & Development Support | Profile |
David Redd |
Business Information Security Officer | Profile |
Jonathan Dallaire |
Chief Security Officer | Profile |
Dustin Baptiste |
Vice President - Cyber Governance | Profile |
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Wiser Wealth Management is a Marietta, GA-based company in the Financial Services sector.
Sterling Associates is a Whitinsville, MA-based company in the Financial Services sector.
Unity of Delray Beach Inc is a Delray Beach, FL-based company in the Financial Services sector.
Your CFO on the Go is a Silver Spring, MD-based company in the Financial Services sector.