-
Vintage Capital Advisors Llc
Distance: 1.8 Mi777 Campus Commons Road Suite 200
95825 Sacramento -
Hopkins Capital Management, Inc.
Distance: 1.8 Mi777 Campus Commons Rd Ste 200
95825 Sacramento -
Lambert Jeffrey J Cfp
Distance: 4.1 Mi3550 Watt Avenue
95821 Sacramento -
Simpson Wornel
Distance: 4.9 Mi2430 K Street
95816 Sacramento -
Logan Group
Distance: 6.0 Mi3400 Bradshaw Road Suite A4B
95827 Sacramento
Wealth Design Group
- 3445 American River Dr.,#C
- Sacramento, California
- 95864
- Phone: (916) 480-0669
- Website
Description
At Wealth Design Group, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. We specialize in working with families and owners of closely held business under a variety of comprehensive planning strategies and tactics. Our goal is to help them maximize value and minimize risk for their assets.