Periscope Wealth Management

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses. Our firm’s client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results. By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Periscope Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Periscope Wealth Management unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.

网站

https://www.periscopewm.com

Periscope Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

New York City，New York

类型

私人持股

创立

2017

领域

Wealth Management、Investment Strategies、Investment Companies、Special Opportunities Investments、Risk Management、Financial Planning、Tax-Efficient Investing Strategies、Cash Management、Insurance & Estate Planning Strategies和Asset Allocation Strategies