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Wealth Coach Profile and History
Wealth Coach of North Carolina is a specialty firm focused on comprehensive financial planning, helping clients efficiently plan for their financial independence and secure their family legacy. In addition, Wealth Coach of North Carolina specializes in helping philanthropically inclined clients maximize planned gifts for the charitable organizations that are important to them; and life care financ ial planning for families with children and adults who have special needs. Wealth Coach of North Carolina is dedicated to helping those in need and to improving the community through personalized financial advising.
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Wealth Coach
Wealth Management LLC
Wealth Management Group Inc
Accruent Wealth Advisors
Wealth Coach of North Carolina
Primary Industries
Contact Information
Headquarters
1015 Ashes Dr Ste 200, Wilmington, North Carolina, 28405, United States
(910) 398-6405
Revenue
Revenue $2.2 M
Employees
Employees 6
Founded
Founded 2008
Wealth Coach Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Steve Krasnipol President, CFP, CAP, ChFC, ChSNC, CLU |  |
| Reveal for Free |
Matthew Pawlowski Managing Partner and Firm Director, Financial Planning |  |
| Reveal for Free |
Lisa Vance Administrative Assistant & Manager, Office | |
| Reveal for Free |
Sean Flanagan Planning Coordinator | |
| Reveal for Free |
Robert Jobson Financial Engineer | |
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R. Moore Financial Planner | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Steven Krasnipol President, CFP, CAP, ChFC, ChSNC, CLU | |
| Reveal for Free |
Matthew Pawlowski Managing Partner and Firm Director, Financial Planning | |
| Reveal for Free |
Sean Flanagan Planning Coordinator | |
| Reveal for Free |
Blake Moore Financial Planner | |
| Reveal for Free |
Elizabeth Vance Administrative Assistant & Manager, Office | |
| Reveal for Free |
Top Wealth Coach Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by Wealth Coach.
Frameworks and Libraries
(3 Technologies)
Programming Languages
(2 Technologies)
Web Analytics
(1 Technologies)
Domain Name Services
(1 Technologies)
Advertising Networks
(1 Technologies)
Wealth Coach Email Formats
Wealth Coach Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Cane Financial Group | 6 | $1.4 M | |
 Copper Canyon Wealth Management | 4 | $1.1 M | |
 SKAFCO | 16 | $5.9 M | |
 Master Plan Advisory | 14 | $4.3 M | |
 MassMutual | 4 | $615 K |
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