1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida. We specialize in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies. We are fee-only, independent wealth management firm possessing nearly 20 years of investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty. We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service. We are dedicated to building long-term relationships with our clients. As an independent, private wealth management firm, our clients financial needs come first. We work for you on a fee-only basis. We do not sell products, nor are we compensated by sales commissions. We receive no financial incentives to utilize one investment vehicle over another, unlike larger institutions. We are committed to your success. We invite you to schedule a 60 minute complimentary consultation to discuss your financial objectives. Call or email us today to schedule your no-obligation consultation at 1-800-658-9560 or contactus@1650wealth.com We look forward to meeting with you!
View Top Employees from 1650 Wealth ManagementWebsite | http://www.1650wealth.com |
Revenue | $10 million |
Employees | 2 (2 on RocketReach) |
Founded | 2010 |
Address | 255 Commercial Blvd, Ste 200, Fort Lauderdale, Florida 33308, US |
Phone | (954) 903-0009 |
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Industry | Investment Management, Finance, Investment Banking, Brokerage |
Web Rank | 21 Million |
Keywords | Miami "Alternativee Investments" Financial Advisor |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies |
Looking for a particular 1650 Wealth Management employee's phone or email?
The 1650 Wealth Management annual revenue was $10 million in 2024.
2 people are employed at 1650 Wealth Management.
1650 Wealth Management is based in Fort Lauderdale, Florida.
The NAICS codes for 1650 Wealth Management are [561110, 5611, 52, 523, 56111, 561, 56].
The SIC codes for 1650 Wealth Management are [874, 87].