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CN Wealth Management LLC

EST. AUM
$49,340,439

CONTACTS

CLIENT ACCOUNTS
44

Firm Details

Metro area Atlanta
CRD Number 150469
Website cnwealthpro.com
Client types

Overview

CN Wealth Management LLC is a wealth management firm based in Alpharetta, Georgia, serving individuals, families, and business owners across the United States. The firm provides integrated wealth management that aligns investments, tax strategies, and long-term goals into a single plan. It works with high-net-worth individuals, medical professionals and executives, families planning multi-generational wealth, and pre-retirees and retirees. The firm operates with a fiduciary mindset, placing client interests first in its recommendations.

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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