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Firelands Wealth Management
Firelands Wealth Management is an Independent Registered Investment Advisor (RIA) and acts as a fiduciary for its clients. The firm focuses on trust,...
Overview
Firelands Wealth Management is an Independent Registered Investment Advisor (RIA) and acts as a fiduciary for its clients. The firm focuses on trust, service, and transparency and provides comprehensive services including investment management, financial planning, estate planning, and tax planning. It brings together investment, tax, legal, and service expertise under one roof.
General information
Firm type
RIA
Year founded
2015
Location
City
Huron
Principals
Bill Murray
Founder, Attorney-at-Law
Jeremy Pifer
CFP, Financial Advisor
Phillip McKee
Wealth Strategist
Melissa Kromer
Client Service Associate
Frequently asked questions
What investment strategy does Firelands Wealth Management employ?
There is no publicly available information regarding the firm's asset allocation, sector preferences, or deal structure. Its investment approach is not documented.
Does Firelands Wealth Management have any notable investments or portfolio companies?
No portfolio holdings, direct investments, or fund commitments have been reported in public sources.
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