Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.
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Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.
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