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COMPANY PROFILE
Wealthspan Investment Management was established by a group of highly skilled investment advisory experts. Prior to founding Wealthspan, the management and advisory team played a crucial role in growing a small start-up firm from less than $100M to over $4B in managed client assets in just five years. This valuable experience enables them to offer an exceptional platform for independent advisors to serve their clients without any proprietary products, costly technology fees or conflicts of interest.
22 +
Years
Experience
0
Proprietary
Investments
$0
Technology
Fees
3
Experienced
Partners
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