Compound Planning
Modern wealth management for entrepreneurs, professionals, and retirees
Compound Planning is a registered investment adviser offering personalized wealth management services to entrepreneurs, professionals, and retirees. The platform combines a professional advisory team with modern technology to deliver investment management, financial planning, and tax services. It operates as an SEC-registered RIA based in New York, with a subsidiary handling tax consulting and compliance.
Clients work with a team of financial advisors supported by technology to receive personalized investment and tax planning services.
entrepreneurs, professionals, and retirees seeking personalized wealth management
Background.
- Status
- launched
- Business model
- unknown
- Company
- Compound Planning, Inc.
Contact
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