Scott B Vest, AGT - Edward Jones

Strategic Wealth Management in Salisbury, MD, is a subsidiary company of NFP Corp and a registered investment adviser known as Wealthspire Advisors LLC. They offer a range of financial planning services, including investment strategies, client reporting, and outsourced chief investment officer services. With a team of experienced advisors and a commitment to diversity, equity, and inclusion, Wealthspire aims to provide personalized wealth management solutions to individuals, families, executives, attorneys, business owners, and charitable investors. Wealthspire Advisors in Salisbury, MD, is dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment management. Their team of certified financial planners and advisors offer expertise in various areas, including impact investing, family office services, and wealth management for women investors. With a focus on community outreach and a commitment to excellence, Wealthspire strives to provide exceptional service and guidance to their clients in Salisbury and beyond.Generated from the website

Wealthspire Advisors, founded in 1995 and based in Salisbury, MD, is a wealth advising firm dedicated to helping individuals, families, and organizations optimize their financial lives. With a team of 370 professionals and $294 billion in assets under management, they offer a comprehensive range of services including financial planning, investment strategies, and estate planning. The firm emphasizes a personalized client experience, ensuring that each relationship is built on a thorough understanding of clients' goals and aspirations. Wealthspire Advisors also supports its advisors with an internal team of experts focused on identifying the best investment solutions tailored to each client's unique needs. Generated from the website