Round Table Wealth Management

Facts about Round Table Wealth Management

Description

We believe that the right approach to wealth management begins with proper planning to create a roadmap for our clients’ future to protec...

Website

roundtablewealth.com

HQ Location

Westfield, New Jersey (NJ), United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Social media accounts of Round Table Wealth Management

X

Facebook

@roundtablewealth

Linkedin

@round-table-services-llc

Round Table Wealth Management employees

Director of Marketing

Senior Director

Marianne Rodriguez

Director, Wealth Advisor

Managing Director and Wealth Advisor

Chief Investment Officer

Christopher Turso

Senior Associate, Wealth Analyst

Steven Saunders

Portfolio Advisor

Frederic Behrens

Managing Partner

Frequent questions about Round Table Wealth Management

How many employees does Round Table Wealth Management have?

Round Table Wealth Management has approximately 11-50 employees.

What is Round Table Wealth Management's industry?

Round Table Wealth Management is involved in the industry of Financial Services.

Where is Round Table Wealth Management's headquarters?

Round Table Wealth Management's headquarters is located in Westfield, New Jersey (NJ), United States.

What is the website of Round Table Wealth Management?

You may visit their official website at https://roundtablewealth.com

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