Open Wealth Network
Financial Services, 1518 Cloverhill Rd, Pottstown, Pennsylvania, 19464, United States, 1-10 Employees
Phone Number: 61********
Who is OPEN WEALTH NETWORK
Welcome and thank you for visiting. If youre looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events youll be exper...
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Headquarters: 1518 Cloverhill Rd, Pottstown, Pennsylvania, 19464, United States
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Employees: 1-10
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Revenue: Under $1 Million
Industry: Financial Services
SIC Code: 5421
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Frequently Asked Questions Regarding Open Wealth Network
Answer: Open Wealth Network's headquarters are located at 1518 Cloverhill Rd, Pottstown, Pennsylvania, 19464, United States
Answer: Open Wealth Network's phone number is 61********
Answer: Open Wealth Network's official website is https://openwealthnetwork.com
Answer: Open Wealth Network's revenue is Under $1 Million
Answer: Open Wealth Network's SIC: 5421
Answer: Open Wealth Network has 1-10 employees
Answer: Open Wealth Network is in Financial Services
Answer: Open Wealth Network contact info: Phone number: 61******** Website: https://openwealthnetwork.com
Answer: Welcome and thank you for visiting. If youre looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events youll be experiencing over the next 20-40 years; youve come to the right place!!! Our mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways were different from other advisors: Advice Only Never worry about being sold something you dont want. Flat dollar fee You won't pay more because your accounts are growing. No upfront fees You get billed after the work is done - not before. CFP Professional Rigorously trained and dedicated to your best interest. Choice You choose the level of service that fits your needs. Low annual fee Planning and investment management for one low fee. No minimum asset requirement We base our relationship on the value we bring NOT the value of the accounts you bring. We serve a diverse clientele from all professions and stages of life; however, weve found that were able to deliver the highest value to clients with the following characteristics: Married couples or independent women Started our relationship in their mid-30s-50s age $200,000+ of household income OR $400,000+ of accumulated investments Prefer to delegate and verify financial matters Have college bound children IT, life science, medical professionals and members of the Quaker Consortium.
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