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Cerulean Private Wealth Advisors jobs and careers

United States

About Cerulean Private Wealth Advisors

Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth individuals, corporate executives, business owners, professional athletes, and their families. Founder Mike Myers, a Certified Private Wealth Advisor®, created Cerulean to secure the freedom and flexibility to pursue innovative technologies, products, and services through a thoroughly independent, resource-rich model that places the needs of clients at the heart of everything the firm does. In his goal to empower sound financial futures, he helps clients prioritize and balance the accumulation of wealth, the utility of money and the creation of legacy. Operating in clients’ sole and best interests at all times, the firm provides integrated and highly customized financial plans that include tax planning, investment and portfolio structure, estate planning and asset protection. We welcome your interest; please visit our website ceruleanwpa.com, write us at info@ceruleanpwa.com or call Mike Myers directly at (317) 819-5440.

Employees
1 to 10
Headquarters
United States

Leadership

The top of Cerulean Private Wealth Advisors's org chart, with how many people report into each leader.

MGPhoto of Mark Gibbs

Mark Gibbs

Owner

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