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Emerald Bay Wealth Management

EST. AUM
$184,248,287

CONTACTS
2

CLIENT ACCOUNTS
203

Firm Details

Metro area Sacramento
CRD Number 160837
Website ebwm.com
Client types

Overview

Emerald Bay Wealth Management was inspired to form by the fundamental belief that understanding the needs of every family member is vital to successful wealth management. The firm puts its extensive experience and expertise in planning, investment management, fiduciary structure, charitable giving, and tax strategies (to name a few) to use in ways that make sense for the way people live today. Emerald Bay Wealth Management sees its job as wisely guiding families through the transitions that they will inevitably experience and helping them thrive along the way. Most important, the firm endeavors to create a partnership that allows families to stay focused on enjoying their lives.

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Address

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

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