Financial Strategist and wealth management firm.
Wealth Plus, Inc., a full service firm, offering financial advice, investment management, and insurance. Wealth Plus Inc. is a California Registered Investment Adviser. Located in Marin County, California. Wealth Plus serve as a macro manager to oversee all aspects of their clients’ finances. Wealth Plus practice is based on principles of holistic, whole-life financial planning. It recognizes that true prosperity encompasses many parts of the lives, and requires balancing personal, spiritual, as well as financial. Since 1995, Wealth Plus have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.
Investors / Funders
2171 Francisco Blvd. East, Suite D
San Rafael California 94901
United States of America