Wealthplan

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Description

  • A law practice dedicated to family wealth preservation. Estate Planning: WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. Trust & Estate Administration: WealthPLAN expedites the settlement of a decedents trust and/or estate. Truste & Estate Litigation: Disputes often arise during the administration of a trust or estate and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. Tax Controversy: WealthPLAN provides comprehensive tax planning and tax controversy representation.
  • location

    Headquarters:1960 The Alameda Suite 185, San Jose, California, United States

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  • Wealthplan phone

    Phone Number: +1 408-918-9030

  • Wealthplan website

    Website: https://www.wealthplan.com

  • Wealthplan employees

    Employees:14

  • Wealthplan revenue

    Revenue:$10 - 50M

  • Wealthplan legal name

    Legal Name:Wealthplan

  • Wealthplan's Social Media

    Wealthplan linkedin Wealthplan twitter
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  • |  NAICS Code: 541110  |

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Person level website identification

Owner for Wealthplan

Mike Ajango

Owner

Person level website visitor identification

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View Employees

Mike Ajango

Owner

B Francis

Founding Partner

John Doyle

Partner At Wealthplan

Bryan Harvey

Managing Director

Kim Brosig-Kielpikowski

Director Of Client Services And New Business Manager

Frequently Asked Questions regarding Wealthplan

  • Where are Wealthplan's Headquarters?

    Wealthplan's Headquarters are in 1960 The Alameda Suite 185,San Jose,California,United States

  • What is Wealthplan's phone number?

    Wealthplan's phone number is +1 408-918-9030

  • What is Wealthplan's official website?

    Wealthplan's official website is https://www.wealthplan.com

  • What is Wealthplan's Revenue?

    Wealthplan's revenue is $10 - 50M

  • What is Wealthplan's NAICS code?

    Wealthplan's NAICS code is 541110

  • How many employees are working in Wealthplan

    Wealthplan has 14 employees

  • What is Wealthplan's Industry?

    Wealthplan is in the industry of Law Practice

  • Who is Wealthplan's Owner?

    Wealthplan's Owner is Mike Ajango

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