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Insured Wealth Management

EST. AUM
$33,500,000

CONTACTS

CLIENT ACCOUNTS
80

Firm Details

Metro area Dallas
CRD Number 160051
Website insured-wealth.com
Client types

Overview

Insured Wealth Management is a US-based financial advisory and insurance-related business associated with Marc Christopher Helfrich. The advisory practice provides financial planning and non-discretionary investment advice to individual clients. Its services include retirement planning, cash-flow analysis, insurance needs assessment, and investment adviser selection. The firm evaluates clients' financial objectives and risk tolerance before developing recommendations. Clients retain approval authority over investment transactions. Its principal also conducts insurance-related business involving life insurance and annuities.

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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