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Gwynedd Wealth

About Gwynedd Wealth

Gwynedd Wealth Partners, LLC is a Fiduciary Registered Investment Advisor practicing in Pennsylvania and Colorado. We specialize in retirement planning, 401(k) and 403(b) rollovers and investment management. We are a Certified Financial Planner. We proactively manage client accounts and believe in a "hands on approach" to money management.

Min project size

50,000+

Hourly rate

50 / hr

Employees

2

Locations

United States

Year founded

Founded 2012

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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