The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer.
View Top Employees from The Wealth Conservancy, Inc.| Website | http://thewealthconservancy.com |
| Revenue | $1 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 1983 |
| Address | 1525 Spruce Street Suite 300, Boulder, Colorado 80302, US |
| Phone | (303) 444-1919 |
| Fax | (303) 444-1479 |
| Technologies |
JavaScript,
HTML,
PHP
+16 more
(view full list)
|
| Industry | Financial Services, Finance General, Finance |
| Competitors | Affinity Wealth Management Group, College for Financial Planning |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular The Wealth Conservancy, Inc. employee's phone or email?
The Wealth Conservancy, Inc. Questions
The The Wealth Conservancy, Inc. annual revenue was $1 million in 2024.
Myra Salzer is the Founder of The Wealth Conservancy, Inc..
7 people are employed at The Wealth Conservancy, Inc..
The Wealth Conservancy, Inc. is based in Boulder, Colorado.
The NAICS codes for The Wealth Conservancy, Inc. are [5239, 52, 523, 52393].
The SIC codes for The Wealth Conservancy, Inc. are [62, 628].
Top The Wealth Conservancy, Inc. Employees
-
11
-
ViewKatherine Wolf
Certified Financial Planner and Wealth Coach at The Wealth Conservancy, Inc.
Boulder, Colorado, United States25+ -
ViewKatherine Wolf
Certified Financial Planner and Wealth Coach at The Wealth Conservancy, Inc.
Boulder, Colorado, United States35+ -
11
Related Companies
