Restrepo Wealth
Financial planning and virtual family office firm · Folsom, CA (California tax incentives) · https://restrepowealth.com
What they publicly say they do
Financial planning firm offering a team-based proactive planning model with a virtual family office covering wealth management, tax planning, risk mitigation, legal services and business advisory. Its site states that advisory services are offered through Lifeworks Advisors LLC, an unaffiliated, separate legal entity. The firm's site does not name specific strategies in our library.
Summary of public sources. Source for location and credentials.
Strategies offered
Not specified on the firm's site.
Sponsors this advisor works with
None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.
How this listing was made
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