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Successful Investor Wealth Management

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successful investor wealth management is an independent wealth management firm managing over $700 million on behalf of canadian investors. the company was founded by pat mckeough, an investment advisor, editor, newsletter publisher and author over four decades. he remains chief investment officer for the firm. successful investor wealth management was specifically structured to “eliminate the conflicts of interest that can influence brokers’ recommendations,” in mr. mckeough’s words. the company has no connection to any firm that sells investments. in that way it can build customized investment plans for its clients.

Headquarters:
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Industry:
Financial Services
Founded:
1995
Employees:
-
Annual Revenue:
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Type: Private
Ticker: -
Wealth ManagementFinancial PlanningStock Investing

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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