Maria Shamsi

Business Coordinator at Waldron Private Wealth

Maria Shamsi's Professional Contact Details

Email (Verified)

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Get Email Address

(412) 221-1005

Location

New York, New York, US

Company

Waldron Private Wealth

Person Seniority

entry

Person Functions

business development

Maria Shamsi's Current Company Details

Waldron Private Wealth

Bridgeville, Pennsylvania, US • 35 Employees

finance

Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don't just simplify your wealthâ€”we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360Â° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family's specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial PlannerÂ®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client's needs in mind. The result: whether advising individuals or lending support to a client's family officeâ€”your team appreciates the interrelated nature of every recommendation we make.

Founded Year

1995

Organization Website

waldronprivatewealth.com

Organization Revenue

2000

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