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lead point wealth management llc
Information by Research TrustFinance
LeadPoint Wealth Management, LLC is a registered investment adviser based in Kansas, operating under a fiduciary standard to act in their clients' best interests. Led by a CERTIFIED FINANCIAL PLANNER™ professional, the firm specializes in providing comprehensive financial planning and investment management services. They focus on assisting individuals, families, and business owners through various life transitions, such as retirement, inheritance, or selling a business, by creating personalized strategies to help them achieve their long-term financial goals.
United States
Industry
Financial