Tendai MBA

Chief Strategy Officer at Saling Wealth Advisors - Louisville/Jefferson County metro go, KY, US

Tendai MBA's Colleagues at Saling Wealth Advisors
Emily Saling

Chief Compliance Officer

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Missy Scharff

Client Service Manager

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Jay Saling

Chairman, Senior Executive

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Jeffrey Gough

Senior Wealth Advisor | Planning Strategist

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Amy Stuber

Director of Wealth Planning

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Tendai MBA's Contact Details
HQ
502-805-3000
Location
Company
Saling Wealth Advisors
Tendai MBA's Company Details
Saling Wealth Advisors logo, Saling Wealth Advisors contact details

Saling Wealth Advisors

Louisville/Jefferson County metro go, KY, US • 10 - 19 Employees
Financial Services

Saling Wealth Advisors is a full-service wealth advisory firm. Saling Wealth Advisors helps affluent families, business owners and executives make sound financial decisions. Our clients have one thing in common: the need for a lifelong financial plan designed to help them create the life they want for today, tomorrow and whatever comes next. Recognizing that every client has unique goals that require customized solutions and that personal life and financial life are inherently intertwined, we work to deeply understand our client's families, beliefs, passions and ultimately life goals. Our mission is to ensure seamless management of our client's assets with services that range from portfolio management to insurance, tax, estate, retirement planning and more. With over 80 years of combined financial industry experience, we are prepared to serve as a strategic partner in our clients lives. Organizational Specialties:• Retirement Planning• Estate and Charitable Planning• Investment Management• Cash Management and Borrowing• Business Planning• Risk Management• Longevity Planning

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Details about Saling Wealth Advisors
Frequently Asked Questions about Tendai MBA
Tendai MBA currently works for Saling Wealth Advisors.
Tendai MBA's role at Saling Wealth Advisors is Chief Strategy Officer.
Tendai MBA's email address is ***@salingwealthadvisors.com. To view Tendai MBA's full email address, please signup to ConnectPlex.
Tendai MBA works in the Financial Services industry.
Tendai MBA's colleagues at Saling Wealth Advisors are Emily Saling, Shubham Kumar, Missy Scharff, Megan Leonard, Jay Saling, Jeffrey Gough, Amy Stuber and others.
Tendai MBA's phone number is 502-805-3000
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