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1776 Wealth LLC Overview
Type
Multi Family Office
Year Founded
2017
General Information
1776 Wealth LLC is a multi-family office headquartered in Atlanta. Founded in 2017 by former Merrill Lynch and UBS advisors Sean O’Toole and Deanna Suarez, its capital stems from their decades of investment banking and wealth-management earnings. The firm supports entrepreneurs, executives and their families with integrated financial planning, portfolio management and family-office services—providing fiduciary guidance across investment, tax and estate considerations.
Contact Information
Website:
https://www.1776wealth.com
Year Founded:
2017
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Atlanta, GA, United States
Portfolio & Notable Allocations
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