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MIFI WEALTH, LLC
MIFI Wealth is a Mindful Finance company and wealth advisor. MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into...
Overview
MIFI Wealth is a Mindful Finance company and wealth advisor. MIFI Wealth is reshaping wealth management by bringing awareness of personal experience into finance. They provide tailored investment portfolios and unique investment advice to individuals, families, and organizations, within the context of a non-judgmental understanding of your values and goals. Services include portfolio management, mindful financial planning, family office services, life insurance and long term care, private and corporate consulting, and Anchorpoint tailored guidance for young individuals.
General information
Firm type
RIA
Principals
Sol Halpern
President
Finnian Stack
Investment Advisor
Jesse Grimes
Principal
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