Properties (50)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:CEO |
gptkb:John_Doe
|
| gptkbp:collaboratesWith |
Investment Banks
Tax Professionals Legal Advisors |
| gptkbp:focusesOn |
Estate Planning
Wealth Preservation Wealth Growth |
| gptkbp:founded |
2005
|
| gptkbp:has |
gptkb:Certified_Financial_Planners
Investment Analysts Client Relationship Managers |
| gptkbp:hasAwards |
Best Wealth Management Firm 2020
Top Financial Advisors 2021 Client Satisfaction Award 2022 |
| gptkbp:hasClient |
Individuals
Corporations Non-Profits |
| gptkbp:hasPart |
Investment Division
Client_Services_Division Estate_Planning_Division Tax_Advisory_Division |
| gptkbp:hasRole |
Long-Term Investment Strategy
Client-Centric_Approach Holistic_Financial_Planning |
| gptkbp:hasSocialMedia |
Facebook
|
| gptkbp:hasWebsite |
www.defwealthmanagement.com
|
| gptkbp:headquarters |
gptkb:New_York,_NY
|
| https://www.w3.org/2000/01/rdf-schema#label |
DEF Wealth Management
|
| gptkbp:isRegulatedBy |
gptkb:Securities_and_Exchange_Commission
gptkb:Financial_Industry_Regulatory_Authority |
| gptkbp:offers |
Retirement Planning Services
Investment_Advisory_Services Tax_Planning_Services Financial_Planning_Services |
| gptkbp:offersServices |
Webinars
Virtual Consultations Online_Portfolio_Access |
| gptkbp:partOf |
gptkb:Financial_Services_Industry
|
| gptkbp:provides |
Market Research
Portfolio_Management Risk_Management_Services |
| gptkbp:serves |
High Net Worth Individuals
Families Institutions |
| gptkbp:uses |
Analytical Tools
Financial_Software Client_Management_Systems |