Acting as a client’s personal CFO, Ategra calculates cash flow, budgets, creates fact-based retirement plans and helps clients generate income. All of a client’s financial matters are accommodated and may include tax planning, education expenses, wealth preservation and business succession plans. Weaving together a client’s wealth map includes risk tolerance and goals so that liabilities can be intelligently managed and met including the unexpected challenges. Ategra creates well-conceived plans to meet your needs and those of the generations to follow.
View Top Employees from Ategra Capital ManagementWebsite | http://www.ategracapital.com |
Employees | 7 (7 on RocketReach) |
Founded | 2005 |
Address | 8229 Boone Blvd, Vienna, Virginia 22180, US |
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Industry | Financial Services |
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Michael Duprey is the Executive Vice President of Ategra Capital Management.
7 people are employed at Ategra Capital Management.
Ategra Capital Management is based in Vienna, Virginia.