Alyssa Wheatley's Colleagues at EPIC Financial Consulting, Inc
Alyssa Wheatley's Contact Details
HQ
Location
Los Angeles,California,United States
Los Angeles,California,United States
Company
EPIC Financial Consulting, Inc
EPIC Financial Consulting, Inc
Alyssa Wheatley's Company Details
Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity events. We work in conjunction with our clients' tax and legal advisors to provide guidance in the following areas: - Tax-efficient asset structuring for the sale of appreciated assets (businesses, commercial or residential real estate, stock portfolios, art or car collections, intellectual property and intangible assets) - Wealth preservation for high net worth individuals - Multigenerational wealth planning and philanthropic giving
Frequently Asked Questions about Alyssa Wheatley
Alyssa Wheatley currently works for EPIC Financial Consulting, Inc..
Alyssa Wheatley's role at EPIC Financial Consulting, Inc. is Sales Specialist.
Alyssa Wheatley's email address is ***@epicfinancialconsulting.com. To view Alyssa Wheatley's full email address, please signup to ConnectPlex.
Alyssa Wheatley works in the Financial Services industry.
Alyssa Wheatley's colleagues at EPIC Financial Consulting, Inc are Savanna Dawson, Kimberly Owens, Leah Fosco, Reg Wilson, Trisha Mayer, Bryan Farrell, Nolan Dillon and others.
Alyssa Wheatley's phone number is