About the Business
Wittman Capital Management Investment & Estate Counsel is an organization that provides guidance and assistance to families in making sound financial decisions. Our team of experienced professionals offer a wide range of services, ranging from tax planning and compliance to family education on financial and estate planning matters, as well as assistance with loan portfolios and risk management. We also provide personal banking services, such as daily cash management and money market funds sweep. Furthermore, we are able to facilitate family meetings, administer gift programs, and manage internal investments, employee benefits and other tax-sensitive issues.
At Wittman Capital Management Investment & Estate Counsel we strive to align our clients’ assets with their goals, while adhering to fiduciary compliance and due diligence for individual trustees. Our team of experts has extensive experience in accounting for administrative expenses, professional fees and other related issues. We are committed to helping individuals and families make informed financial decisions.
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- (702) 588-4727
- 9300 Sun City Blvd, Las Vegas, NV 89134
- Visit Website
Opening Time
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Mon
8:00 AM - 4:30 PM
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Tue
8:00 AM - 4:30 PM
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Wed
8:00 AM - 4:30 PM
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Thu
8:00 AM - 4:30 PM
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Fri
8:00 AM - 4:30 PM
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Sat
Closed
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Sun
Closed