Suzanne David's Colleagues at Mint Wealth Management
Suzanne David's Contact Details
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Mint Wealth Management
Suzanne David's Company Details
If you like Amazon and other technology firms that make the complex seem simple, you will love working with us. We are proud of the financial planning concepts we have provided our clients. We combine our financial plans with risk-adjusted and tax managed investment strategies that allow our clients to take comfort in the technology we offer to help deliver financial peace of mind for decades to come. We have hundreds of families with an average combined investment accounts of 1 million dollars from 55% of the top 50 largest public corporations in Texas and maintain a 98% retention rate of clients year after year. Mint Wealth Management has a mission to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future. To this end we are committed to providing professional financial planning and access to professional investment management. Our philosophy is to preserve and enhance wealth over time. This means taking into consideration all financial planning aspects combined with investment risks and opportunities as well as the erosion of inflation.