Also known as open window financial solutions
Open Window Financial Solutions is a fee-only financial planning and advisory firm in Reno, Nevada, founded in 2004, with about $284 million in assets under management. It describes an inter-generational commitment to objective, tax-efficient advice at a transparent cost. Typical clients are high earners or strong savers who want comprehensive, customized advice and a long-term relationship. The firm highlights work with medical professionals, established families and individuals concerned with wealth accumulation, estate and retirement planning, and young professionals needing a life plan. It also assists retirement plans, trusts, foundations and endowments in structuring long-term portfolios while meeting fiduciary obligations.
Public regulatory records matched to Open Window Financial Solutions from SEC and IRS filings.
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Open Window Financial Solutions is a wealth manager based in Reno, United States, managing approximately $284M in assets.
Open Window Financial Solutions is headquartered in Reno, United States.
Open Window Financial Solutions manages approximately $284M in assets under management.
Open Window Financial Solutions was founded in 2004.
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