Groundwork Wealth Management, LLC
Groundwork Wealth Management, LLC (CRD# 170331) is a financial advisory firm headquartered in Exton, PA. They manage $29,400,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$316,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Taylor (CRD# 4757208) is an Investment Advisor Representative working at Groundwork Wealth Management, LLC in Exton, PA and has over 14 years of experience in the finance industry.