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Wonder Wealth LLC
Wonder Wealth is a virtual financial planning firm that helps high earning families from those in their 30's–50's (accumulators) to those in their 60's+...
Overview
Wonder Wealth is a virtual financial planning firm that helps high earning families from those in their 30's–50's (accumulators) to those in their 60's+ navigating retirement. It provides financial planning and investment management for busy families and professionals as a fee-only fiduciary. The firm serves clients locally and nationwide and offers a virtual, tech-driven meeting experience.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David H. Weisberg
Founder & CEO
Rachel E. Stern
Chief Investment Officer
Sector focus
Frequently asked questions
What investment stages does Wonder Wealth typically target?
The firm primarily targets growth equity and credit opportunities in scale-stage companies and platforms. It also makes direct co-investments alongside fund managers, focusing on North American and Western European markets.
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