
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Seventy2 Capital Wealth Management is committed to our clients most important financial goals. Once we have a deep understanding of our clients goals, we then implement strategies to help achieve them. Through this process, clients can BUILD and PRESERVE their wealth, leaving them more time to be INSPIRED. Seventy2 Capital provides a turn-key platform for client-centered financial advisors. Seventy2 Capital is an independent private client practice where wealth managers have earned some of the most advanced designations in the industry including the CFA, CIMA, CFP, CRPC and CAIA. Investment products and services are offered through Wells Fargo Advisors Financial Network,...
Wealth management and investments
Seventy2 capital wealth management operates in the Financial services industry.
Seventy2 capital wealth management's revenue is 11m - 100m
Seventy2 capital wealth management has 51 - 200 employees.
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