NetworkยทVenture Capital
๐ WEST CHESTER, PA
SEC CRD #801-121179
Flat Fee Financial Advisor | Wedmont Private Capital Private Wealth Management for the Sophisticated Investor Our flat fee financial advisors serve investors with assets in excess of $1,000,000 and provide private wealth management services in a new and novel way. Schedule a Confidential Consultation We believe the equation for successful investing is simple: Comprehensive Advice Tax Efficient Portfolios + Lower Fees + Better Results = our story The traditional model of Private Wealth Management is broken So we created a Better Way. Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors. We are fiduciary and flat fee financial advisors who specialize in private wealth management for high-net-worth investors and families. If you are looking to reach your financial goals and maximize your assets, connect with one of our credentialed flat fee financial advisors to learn more. About Wedmont A letter from our founders Read More Letter from our Founders Since our founding in 2020, we have been on a mission to transform the private wealth management industry. The traditional model of wealth management for high-net-worth investors is broken: A myriad of conflicts of interest, poorly-designed investment portfolios, little to no financial planning, and exorbitantly high fees. At Wedmont, our goal is to provide an experience and outcome that surpasses what you could achieve at other wealth manag
DOMINIC CORABI
CCO
๐ (610) 885-8200
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AUM
$3.4B
Location
WEST CHESTER, PA
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