Braxton CFA,CFP,MBA
Senior Associate, Research & Investor Education at Logan Wealth Management - N/A, N/A, CA
Braxton CFA,CFP,MBA's Colleagues at Logan Wealth Management
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Logan Wealth Management
Braxton CFA,CFP,MBA's Company Details
Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets. We strive to provide our clients with exceptional, highly personalized service, and have a wealth of knowledge to help you achieve financial success.At Logan Wealth Management, you're not just a client. What does this mean? It means we endeavour to have a complete understanding of your goals. It means our commitment to earn your trust is paramount. It means we're together with you for the long term.We create custom portfolios for our clients, specifically tailored to match their unique situation and goals. Each client is an individual with distinctive needs whose portfolio ought to match those needs.Our clients are high-net-worth individuals and families, not-for-profit companies, and professional associations. They are professionals, entrepreneurs, people who are retired, or still building their wealth. Our clients have worked hard for their money and wish to provide a secure future for themselves and their families.