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Linea Private Wealth Management

5 employees

Linea focuses on wealth development, investment management, asset planning, strategic retirement strategies, and financial consulting.

Basic info

Industry

financial services

Sectors

Retirement Planning
Financial Services
Mutual Funds
Business Succession Planning
fee-based Financial Planning
Alternative Investments
Professional Services
Wealth Management
Estate Planning
Education Planning
Consulting
Asset Management
Traditional Investments (Stocks
Insurance Planning/Risk Management
Comprehensive
ETFs

Date founded

2014

FAQ