Updated:
Think Wealth, LLC
thinkWealth's financial professionals have more than half a century of combined experience and create customized, comprehensive solutions designed to adapt to...
Overview
thinkWealth's financial professionals have more than half a century of combined experience and create customized, comprehensive solutions designed to adapt to evolving needs and long-term goals. The firm provides sophisticated strategies for every phase of life, working with clients to grow assets, protect wealth, and guide them into the future. They take a needs-based approach to charting personal or business financial journeys.
General information
Firm type
RIA
Location
City
Saddle Brook
Principals
Sergio Pessoa
Managing Partner, Co-Founder
Paul Bacchioni
Managing Director
Zack Eidman
Senior Director of Operations
Jakelene Amabile
Director of Insurance Underwriting
Frequently asked questions
Does Think Wealth, LLC offer financial planning beyond investment management?
Yes, the firm provides financial planning services including retirement planning, estate planning, and tax strategy. These services are integrated with the investment management offering. The specific fee structure for planning versus asset management is not publicly itemized.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Think Wealth, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.