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Suissa Private Wealth Group

EST. AUM
$0

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CLIENT ACCOUNTS
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Firm Details

Metro area Washington, DC
CRD Number 342601
Website suissaprivatewealth.com
Client types

Overview

Suissa Private Wealth, LLC is an independent wealth-management firm that designs and manages long-term financial strategies for individuals, families, and nonprofit institutions. The firm serves business owners and entrepreneurs, corporate executives, retirees, foundations, content creators, and sports, entertainment, and literary professionals. Its investment services include portfolio management, investment strategy, risk analysis, disciplined asset allocation, and ongoing portfolio oversight. The broader wealth platform integrates retirement planning, cash-flow and liquidity planning, estate and legacy planning, insurance, tax planning, education planning, and nonprofit investment management. Suissa uses a customized approach based on each client's goals, risk tolerance, time horizon, and overall financial position rather than relying on standardized portfolios.

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Address

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

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