Promenade Wealth, LLC
Financial Services - Bellevue, Washington, United States
Promenade Wealth, LLC Employees
Promenade Wealth, LLC Details
In 2020, I launched my own RIA firm with the goal of serving clients with uncompromising ethical standards.Promenade Wealth offers comprehensive financial planning as its core focus and foundation. We believe that a good investment strategy must be supported by a holistic analysis of the client's financial goals and specific circumstances.Portfolio management is offered in collaboration with Dimensional Fund Advisors. Custodial services are provided by Charles Schwab.
Website:
http://www.promenadewealth.com
Employees:
1
HQ:
+1(206) 641-9019
Location:
Bellevue, Washington, United States
Revenue:
Promenade Wealth, LLC Technologies
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