Snow Creek Wealth Management
Snow Creek Wealth Management (CRD# 142983) is a financial advisory firm headquartered in Nashville, TN. They manage $229,485,580 in 574 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management229MILLION
Total Number of Accounts574ACCOUNTS
Average Account Value$399,801
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Lawrence Sacks (CRD# 3104899) is an Investment Advisor Representative working at Snow Creek Wealth Management in Nashville, TN and has over 14 years of experience in the finance industry.
David Goldberg (CRD# 1506144) is an Investment Advisor Representative working at Snow Creek Wealth Management in Nashville, TN and has over 31 years of experience in the finance industry. David Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.