Bruce Wing

Co-Founder at Strategic Wealth - Alpharetta, GA, US

Bruce Wing's Colleagues at Strategic Wealth
Andrew Furtak

Financial Services Professional

Contact Andrew Furtak

Bruce Wing's Contact Details
HQ
678-456-5060
Location
Company
Strategic Wealth
Bruce Wing's Company Details
Strategic Wealth logo, Strategic Wealth contact details

Strategic Wealth

Alpharetta, GA, US • 5 - 9 Employees
Financial Services

Strategic Wealth, LLC is a fee-based financial planning and business consulting firm located on the north side of Atlanta. We work with many different types of clients and have a focus on small and medium-sized business owners. In addition to our fiduciary relationship to investment management, what makes us unique is our knowledge and expertise regarding tax planning and expense management - particularly for business owners - to help clients achieve their financial goals.

Retirement Estate & Charitable Planning Business Succession Buy-Sell Agreements Financial Planning Retirement Planning Deferred Compensation Restricted Property Trust Captive Insurance Companies 401(k) Life & Disability Insurance Executive Bonus Plans Business Expense Reduction Tax Credits Estate & Charitable Planning Life & Disability Insurance Estate & Charitable Planning Life & Disability Insurance
Details about Strategic Wealth
Frequently Asked Questions about Bruce Wing
Bruce Wing currently works for Strategic Wealth, LLC.
Bruce Wing's role at Strategic Wealth, LLC is Co-Founder.
Bruce Wing's email address is ***@strategic-wealth.com. To view Bruce Wing's full email address, please signup to ConnectPlex.
Bruce Wing works in the Financial Services industry.
Bruce Wing's colleagues at Strategic Wealth are Andrew Furtak and others.
Bruce Wing's phone number is 678-456-5060
See more information about Bruce Wing