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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

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

Date founded

2014

FAQ