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Point One Private Wealth LLC

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Firm Details

Metro area Nashville
CRD Number 339679
Website pointoneprivatewealth.com
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Overview

Point One Private Wealth LLC is an independent SEC-registered investment adviser (RIA) and wealth-management firm based in the Nashville, Tennessee area, founded by Logan E. Green, CFP®. It provides personalized financial planning and discretionary/non-discretionary investment management to individuals, HNW families, business owners, executives, retirees, charitable organizations and foundations. The firm also has a specialized practice serving motorsports professionals.

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Address

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

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