Abacus Wealth Partners

Abacus Wealth Partners

Entity Type
Founding Date

Abacus Wealth Partners offers topnotch financial planning services and investment management to its clients. The firm employs investment strategies that are based on Nobel Prize-winning research and provide global exposure to large and small stocks, various types of fixed income, investment real estate, and private equity.

Abacus Wealth Partners Services:

  • Goal Planning and Projection
  • Investment Management and Advice
  • Specialty Planning Topics
  • Tax Saving Strategies
  • Estate Planning
  • Risk Management