Wigand Integrated Wealth Information

Summary

Wigand Integrated Wealth is a registered independent advisory firm, committed to helping individuals, families, foundations, and endowments get the most from all of their wealth management opportuniti...Show more

Headquarters Location

Employees Size

1-10 employees

Specialties

Individual and Family Financial Planning, Retirement Planning, Investment Management, Education Planning, Tax Strategy, Charitable Planning, Insurance Planning, Estate & Trust Planning, Trust Management, Business Interest Acquisition/Exit Review, Family Wealth Coaching, Incentive Compensation Guidance, Liability Planning, Pension & Profit-Sharing Plan Development, Emerging Wealth Coaching Program, Investment Policy Statement Development, Endowment/Foundation Theory, Governance, and Investment Management, Investment Committee Guidance and Education for Non-profits and Family Offices, Outsourced ICC (Investment Committee Chair)

Founded

2020