Wealth Partners Alliance
Investment ManagementView the employees at
Wealth Partners Alliance-
Mandy Haskell, CFP®, CDFA® Partner at Wealth Partners Alliance | Wealth Advisor
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Rising Star
Rick Lima Founding Partner, Wealth Partners Alliance-
Rising Star
David Silva Partner at Wealth Partners Alliance | Wealth Advisor-
Top 10%
Jennifer Gaskin Director - Operations & Practice Management at Wealth Partners Alliance-
Birmingham, Alabama, United States
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Rising Star
Overview
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.
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