ePERSONAL FINANCIAL Email Format

Financial ServicesWashington, United States0-1 Employees

ePERSONAL FINANCIAL is a boutique wealth management firm based in Wenatchee, Washington, focusing on a select group of high-net-worth individuals and families. The company describes its service as helping clients use their wealth to prioritize and maximize what matters most in life, indicating a personalized, values-driven approach to financial planning within the broader financial services industry. The firm targets families with a net worth above three million dollars or an annual income exceeding five hundred thousand dollars, aiming to address complex financial needs with tailored guidance. While small in size, the business positions itself as an intimate alternative to larger, more conventional wealth management providers, offering a specialized focus within the wealth management landscape.

Sign up for free to view info

Company overview Employee directory