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&Wealth Employee Directory

Financial ServicesMaryland, United States2-10 Employees

&Wealth is a boutique financial services firm based in Baltimore, Maryland. It serves women who manage wealth independently, often for the first time, and aims to simplify the complexities of the process. The firm supports initial and ongoing wealth-management decisions as well as choices related to divorce and estate planning. 

Its team is selectively assembled and brings investment, cash-flow, and risk-management expertise. The company offers a structured, step-by-step financial planning approach paired with thoughtful communication and a flexible, go-at-your-own-pace process. By focusing on clients and their professional advisors, &Wealth addresses the specific needs and stresses involved in women’s wealth management.

Find &Wealth employees' phone numbers or email addresses

&Wealth Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

&Wealth's Leadership

  • Stylized image of a person
    D. F.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Head Of Wealth Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone

&Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from &Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. F.
    Ceo
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 14, 2026
  • Stylized image of a person
    N. S.
    Head Of Wealth Planning
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 16, 2026
  • Stylized image of a person
    C. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 17, 2024

Frequently Asked Questions

What is &Wealth known for?

Minus sign iconPlus sign icon&Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1629 Thames Street Baltimore, Maryland 21231 United States. Explore &Wealth's company overview page for more information.

What is &Wealth's most common email format?

Minus sign iconPlus sign icon&Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more &Wealth email formats with LeadIQ.

How many employees does &Wealth have currently?

Minus sign iconPlus sign icon&Wealth has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are &Wealth's key employees and leadership?

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As of May 2026, &Wealth's key employees include:

  • Ceo: D. F.
  • Head Of Wealth Planning: N. S.
  • Client Relationship Manager: C. B.

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