Licensed Wealth Advisor http://linkedin.com/in/montriceperry
📍Atlanta, Ga
Our Specialty:
Investments📈 Retirement ⏳Planning 📝 Insurance 📜
Areas of expertise:
Investment Portfolios| Retirement Accounts | Inheritance |Lottery Winner| Endowment Assistance |
Charitable Giving | Estate Planning | Portfolio Management | Legacy Planning | Trusts | Personal Injury Settlement Planning
Our Clients:
Women Investors 💎 Entertainers 💎
Athletes 💎 Personal Injury Attorneys
💎 Entertainment/Sports Attorneys 💎 IT Professionals 💎 Young Professionals 💎Business Owners
💰
Our practice manages 50M+ across individual, business and custodial relationships . We specialize in Cash Management, Liquidity Events,Sudden Wealth, Retirement Planning and Litigation Settement Planning. We are passionate about empowering individuals traditionally ignored.
Invited by: Quinn Quinn
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Day | Followers | Gain | % Gain |
---|---|---|---|
February 03, 2024 | 138 | 0 | 0.0% |
March 06, 2023 | 138 | 0 | 0.0% |
January 12, 2023 | 138 | +2 | +1.5% |
June 30, 2022 | 136 | +1 | +0.8% |
May 24, 2022 | 135 | -1 | -0.8% |
January 10, 2022 | 136 | +2 | +1.5% |
September 19, 2021 | 134 | +2 | +1.6% |