Financial services, namely, wealth management services; Financial planning; Estate planning; Financial services, namely, investment advice, investment management, investment consultation; Financial administration of investment accounts and retirement plans; Financial risk management; Insurance risk management; Insurance brokerage services; Insurance consultation services; Insurance underwriting in the field of personal insurance, general liability insurance, life insurance, business insurance, cyber liability insurance, property and casualty insurance, disability insurance, long term care insurance and identity theft insurance; Administration of employee benefit plans concerning insurance and finance

'account':24 'administr':21,72 'advic':15 'benefit':75 'brokerag':35 'busi':53 'care':66 'casualti':60 'concern':77 'consult':19,38 'cyber':55 'disabl':62 'employe':74 'estat':9 'field':44 'financ':80 'financi':1,7,11,20,28 'general':48 'ident':69 'insur':31,34,37,40,47,50,52,54,57,61,63,67,71,78 'invest':14,16,18,23 'liabil':49,56 'life':51 'long':64 'manag':5,17,30,33 'name':3,13 'person':46 'plan':8,10,27,76 'properti':58 'retir':26 'risk':29,32 'servic':2,6,12,36,39 'term':65 'theft':70 'underwrit':41 'wealth':4

WINDES WEALTH MANAGEMENT

Owners

Goods & Services