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Howard Wealth Management LLC
Howard Wealth Management is an independent financial planning and wealth management firm specialising in investment and taxation advice that places clients’...
Overview
Howard Wealth Management is an independent financial planning and wealth management firm specialising in investment and taxation advice that places clients’ interests at the heart of everything they do. Formed in 2010, the firm provides tailored personal financial services including professional independent investment, taxation and wealth management advice to individuals, families, trustees, charities and corporate clients. They work collaboratively with clients to map financial needs and ambitions and create comprehensive financial plans.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
Lee-On-The-Solent
Corporate office
United States
Principals
Stuart Howard — Managing Director & Independent Financial Planner
Ivaylo Ivanov — Independent Financial Planner
Janine Hillyer — Client Service & Business Operations Administrator
Leah Mustoe — Client Service Administrator
Frequently asked questions
Does Howard Wealth Management LLC make external investments?
No investment activity, fund commitments, or direct deals are publicly known (public record).
What sectors does Howard Wealth Management LLC invest in?
No sector focus is publicly known (public record).
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