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Flourish Wealth Management®

Flourish Wealth Management®


Flourish Wealth Management®'s financial review

Flourish Wealth Management®'s Revenue (Yearly)

3.5M

Employees

7


Flourish Wealth Management® information

Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expe...
Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients' lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish!Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or info@flourishwm.com.

Flourish Wealth Management® industries

Wealth management
Financial planning
Investment planning
Financial services

Flourish Wealth Management®'s financial review

Flourish Wealth Management®'s Revenue (Yearly)

3.5M

Employees

7

Technologies

Email Providers
Email Delivery
Hosting
CSS and JavaScript Libraries

Notable Alumni

Tyler Engbrecht
Founder | Financial Planner
TruMix Advisors
Renee Xu
Operations Analyst II Margin
RBC Wealth Management
Madeline Longo
Senior Associate, Client Advisor
Waypoint Capital Advisors, LLC
Michelle Sedlacek
Client Relationship Manager
Charles Schwab

Employees

Associate Wealth Manager
President & Founder
Wealth Manager
Wealth Manager at Flourish Wealth Management®
Director of Investments

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