Why Us?

At Linea Private Wealth Management, we understand the complex challenges successful families, retirees, and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay. Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competencies necessary to help you move forward with confidence. As our client, you can also feel confident knowing we are an independent firm with no affiliations with investment banks, insurance companies, or financial product companies. The products and services we offer access to are non-proprietary and that allows us to focus on you, your family, and your vision for the future. Because of our autonomy, we are able to invest the time necessary to have a true understanding of your concerns, goals, and objectives. While having a plan in place is important, the way in which the plan is executed is equally important. With more than 80 years of combined experience in comprehensive financial planning, the professionals at Linea Private Wealth Management can work with your current advisory team to make sure the plan you put in place is cohesive.

Booth Info

Raffle Prize: $25 Visa Gift Card
Interactive Element: Our team. We are outgoing and have a strong ability to help people.
Brings Printed Materials: Yes
Brings Giveaways & Freebies: Yes

Representatives

Wesley Heinrichs
Justin Davidson
Howard Katz
Anne Jacobs
Jacob Lammie

Reliability

4 Cancellations
 Verified Email
 Verified Phone
 Verified Linkedin

TAGS

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