Wealth Plus
Wealth Plus
Financial Strategist and wealth management firm.
Wealth Manager/Advisor | United States of America | Capacity Building
Overview
Wealth Plus Inc. a full service firm offering financial advice investment management and insurance. Wealth Plus Inc. is a California Registered Investment Adviser. Located in Marin County California. Wealth Plus serve as a macro manager to oversee all aspects of their clientsa finances. Wealth Plus practice is based on principles of holistic whole life financial planning. It recognizes that true prosperity encompasses many parts of the lives and requires balancing personal spiritual as well as financial. Since 1995 Wealth Plus have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.
Investor Type |
Legal Structure |
Operating Status |
Members |
Wealth Manager/Advisor | Operating |
Portfolio
May, 2016
Joint $1,575M Series A Equity
Uncommon Cacao
Grow prosperous farming communities through meaningful marketaccess.
Uncommon Cacao Source and Trade is the world s trusted...
sector
Food Security
Community Development
regions
Latin America and the Caribbean
People
Investors / Funders
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Funds
Impact
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Offices
Headquarters :
2171 Francisco Blvd. East, Suite D
San Rafael
California 94901
United States of America