Wealth Management Meetup Groups

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Groups 5 Members 116 Interested 90 Cities 5 Countries 2

Largest Meetup Groups

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1

Informal Investment, Wealth Management and Active Trader educational type club.  Part Education, part Networking, all casual and friendly.  Looking to build an active local community of individuals interested in discussing their portfolios, active tr

58
Investors & Active Traders
2

Many CPAs, Attorneys, Real Estate Professionals, Advisors and Financial Planners do not currently work in conjunction with each other. Yet many Investors say that is exactly what they need their CPAs, Attorneys, Real Estate Professionals, Advisors an

17
Portfolio Builders
3

FINANCIAL EMPOWERMENT CRUSADERS empowers people with the knowledge to make informed, solid financial decisions, achieve long and short term goals and find a balance between your money and your values. The goal of the group is to: • Bring people toget

8
Crusaders
4
Private

Purpose:  This group is open to professionals who help manage other people's money (lawyers, cpa's, financial planners, financial advisers). I don't want this to be just another weekly referral group at some restaurant in town. It's ultimately a p

2
Wealth Management Professionals

Newest Meetup Groups

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April 10, 2012

FINANCIAL EMPOWERMENT CRUSADERS empowers people with the knowledge to make informed, solid financial decisions, achieve long and short term goals and find a balance between your money and your values. The goal of the group is to: • Bring people toget

8
Crusaders
March 27, 2012

Many CPAs, Attorneys, Real Estate Professionals, Advisors and Financial Planners do not currently work in conjunction with each other. Yet many Investors say that is exactly what they need their CPAs, Attorneys, Real Estate Professionals, Advisors an

17
Portfolio Builders
May 14, 2011

Informal Investment, Wealth Management and Active Trader educational type club.  Part Education, part Networking, all casual and friendly.  Looking to build an active local community of individuals interested in discussing their portfolios, active tr

58
Investors & Active Traders
September 11, 2010
Private

Purpose:  This group is open to professionals who help manage other people's money (lawyers, cpa's, financial planners, financial advisers). I don't want this to be just another weekly referral group at some restaurant in town. It's ultimately a p

2
Wealth Management Professionals

Cities with the most people interested in Wealth Management Meetups

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1 interested
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