Wealth Management International, Ltd.

Description

• Wealth Management International, Ltd. is headquartered in sunny Phoenix, AZ but we serve clients in many different states. Our experienced team specializes in Wealth Management, Strategic Tax Planning and Preparation, and Estate Planning.Our company is based on the principle that education and understanding of one's current financial situation is vital in order to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 623-875-5204 or Toll Free 1-888-91-ASSET .Wealth Management International, Ltd. (WMI) is a fee-based, SEC Registered Investment Advisory firm offering proactive investment management solutions for growth and income while TD Ameritrade provides custodial duties for our clients.Strategic Tax Planning, LLC (STP) is an affiliate of WMI. STP is a CPA Tax Consulting & Preparation firm available for clients residing in all 50 states. In addition STP is a Certified Legal Document Preparer, providing Will and Living Trust solutions for families at discounted rates.Family Legacy Planning, LLC (FLP) is an affiliate of WMI. FLP is our Insurance solution, which provides principal-protected strategic plans for families and business owners to maximize their wealth to their loved ones while avoiding or reducing death taxes, probate costs, and income taxes!
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  Headquarters:23131 North Lake Pleasant Parkway , Peoria, Arizona, United States

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  Phone Number: +1 623-875-5204

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  Website:

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Wealth Management International, Ltd.

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• |  NAICS Code: 523930  |

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