Business Directory

WEALTH MANAGEMENT

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals, small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts.


Profile

Melton Financial Group Wealth Advisory

www.meltonfinancialgroup.com

915 Highland Pointe Dr., Ste. 150
Roseville, CA 95678
Map

916-772-2477

  • WEALTH MANAGEMENT

Profile

Stone Consulting Group

www.StoneConsultingGroup.net

1013 Galleria Blvd., Ste. 270
Roseville, CA 95678
Map

916-415-7062

  • WEALTH MANAGEMENT

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