Please join us in welcoming Hannah Ludwig as our new Summer Wealth Analyst Intern! Hannah is a Senior at Eli Broad College at Michigan State University, majoring in Finance with a minor in Entrepreneurship and Innovation. She is interested in pursuing a career in Wealth Management with the goal of running her own firm someday. Hannah is eager to apply classroom concepts to a real-world setting, perform research, and interact with clients in order to add value to Palatine Hill. Over the summer, Hannah is excited to spend time golfing, kayaking, and relaxing on the water.
关于我们
At Palatine Hill Wealth Management we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking critically about our clients' needs, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
- 网站
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https://www.palatinehillwealth.com
Palatine Hill Wealth Management的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Ann Arbor，MI
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Investments 、Financial Planning、Insurance、Lending、Estate planning、Retirement planning、Charitable gifting、College planning、Wealth transfer strategies、Stocks、Bonds、Alternatives、401k、Tax planning、Business succession planning和Asset protection strategies
地点
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主要
获取路线
The Liberty Building - 201 E. Liberty Suite 22
US，MI，Ann Arbor，48104
Palatine Hill Wealth Management员工
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Rick Mida
Senior Wealth Advisor at Palatine Hill Wealth Management
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Jeff A. Cheek, CPA
Partner/Chief Investment Officer - Palatine Hill Wealth Management
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Charles Dabrowski
Managing Partner / Founder - Palatine Hill Wealth Management
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Paige Weymouth, CFP?
Wealth Advisor at Palatine Hill Wealth Management
动态
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Please join us in congratulating Paige Weymouth, CFP? on not only her new promotion to Wealth Advisor but also the completion of her Certified Financial Planning designation. Your hard work and dedication to constant improvement consistently shine through. Your success not only elevates our team but reflects the commitment to excellence we value at Palatine Hill Wealth Management. Here's to your continued achievements and growth!