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Almanza Wealth Management

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website almanzawealth.com
Client types

Overview

Almanza Wealth Management is a financial advisory firm based in East Lansing, Michigan, focused on guiding clients through complex financial lives with personalized wealth management strategies. Almanza Wealth Management provides a comprehensive suite of services, including retirement cashflow planning, asset allocation management, income tax planning, estate planning support and specialty advice for employer retirement plans, executive compensation and business-related financial needs. Almanza Wealth Management combines proactive financial planning, scenario modeling and collaboration with clients’ tax, legal, mortgage and insurance professionals to align all aspects of their financial lives with long-term goals and family legacy objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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