
11 - 50 employees
Founded 2015
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.
🕒 July 14
Operations Specialist managing client relationships and operational workflows for a financial planning firm. Collaborating with Wealth Advisors to ensure seamless client service and onboarding.
🕒 June 30
Paraplanner supporting financial planning team at Geometric. Collaborating with Financial Planners and Wealth Advisors in a remote capacity.
🕒 June 24
Tax Senior Associate managing tax compliance and planning for high-net-worth clients at Geometric Wealth Advisors. Collaborating with tax team and Wealth Advisors to meet complex financial needs.