Circle Wealth Management

EST. AUM
$14,066,392,093

CONTACTS
11

CLIENT ACCOUNTS
1,138

Firm Details

Metro area North Jersey
CRD Number 142878
Website circlewm.com
Client types

Overview

The team has particular expertise in working with women and multigenerational families. They believe in the importance of educating their clients, including their children and grandchildren. Their mission is to achieve an exceptional overall client experience that includes and transcends investment performance. They help clients create unique financial plans and invest several billion dollars held in individual accounts, trusts, foundations, and endowments. They personally invest in the same strategies they recommend to their clients. They are 100% privately owned, compensated only by their clients, and provide unbiased advice. Client security is their top priority. Their professional ethics and data integrity standards ensure that each team member maintains the highest degree of confidentiality on all matters. Upon meeting with any potential client for the first time, the team signs a privacy agreement before requesting any materials or personal information.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Circle Wealth Management

Platform Details

Investment Preferences

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Address

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