VWG Wealth Management

Q: What is VWG Wealth Management's company size?

Vwg wealth management has 11 - 50 people working.

Financial Services

Specialities :

Financial planning

Investment management

And tax & estate planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

VWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families and small business. At VWG Wealth Management, we are driven to excellence in our service to clients. Motivated by personal integrity and care for our clients, every member of our team leads. We uphold the following commitment to you, our clients: Your interests always come first Your needs will be thoroughly assessed You will receive accurate and timely information We will be relentless in our pursuit to protect and grow your wealth Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser

Contact Information

Vienna , Virginia , United States

skuzmanoski@hightoweradvisors.com

hightoweradvisors.com

VWG Wealth Management Org Chart

Employees

Total Employees:
15

Top Contacts:
1

C-Level 0	VP - Level1
Director-	Manager-
Others13

Employees Working At VWG Wealth Management

Ashley Ruder

Chief Operating Officer

Justin Bacon

Portfolio Manager

Rashmi Chahil

Associate Wealth Advisor

Lillian Gage

Operations Associate

Ryan Torguson

Partner Portfolio Manager Wealth Advisor

VWG Wealth Management Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@hightoweradvisors.com
<first>@	John@hightoweradvisors.com
<last>.<f>@	Smith.@hightoweradvisors.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Vienna, VA	customer service, communication, basic, financial, compliance, collaboration, data management, fax, operations, k, client service
CRM Implementation	Vienna, VA	customer service, communication, integrity, basic, compliance, financial, collaboration, data management, fax, k, operations, client service
Compliance	Vienna, VA	customer service, communication, integrity, basic, compliance, financial, collaboration, data management, fax, k, operations, client service
Digital Transformation	Vienna, VA	customer service, communication, integrity, basic, compliance, financial, collaboration, data management, fax, k, operations, client service
Microsoft Technologies	Vienna, VA	customer service, communication, integrity, basic, compliance, financial, collaboration, data management, fax, k, operations, client service

Trigger

Tech Stack Used By VWG Wealth Management

A quick view of products employed by VWG Wealth Management

Air

Animate

Chrome

Excel

List of technologies used by VWG Wealth Management

Client service

Communication

Compliance

Customer service

Data management

Languages Used By VWG Wealth Management

Basic

OS Used By VWG Wealth Management

Integrity

Jobs at VWG Wealth Management

Hiring 2024-10-17 01:36:52

Client Service Associate

Vienna, VA

Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management s...

Hiring 2025-01-11 09:40:26

Client Service Associate

Vienna, VA

Job OverviewUnder general supervision, the Client Service Associate works with lead wealth adviso...

Frequently Asked Questions About VWG Wealth Management

What does Vwg wealth management do?+

What are Vwg wealth management's specialties? +

Financial planning,investment management,and tax & estate planning

What is Vwg wealth management's industry? +

Vwg wealth management operates in the Financial services industry.

What is Vwg wealth management's revenue? +

Vwg wealth management's revenue is 11m - 100m

What is Vwg wealth management's company size? +

Vwg wealth management has 11 - 50 employees.

The Go-to Sales Technology According to G2

Get Started With Clodura

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.