Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Declan? Claim Your ProfileDeclan Tolmachoff Lynch is a Certified Financial Planner® and an Investment Advisor Representative at Assembly Wealth. Declan has been with Assembly Wealth since March 2019 and has extensive experience in the financial services industry. Declan's experience includes working at Brandeis University and SkySource Atmospheric Water Generation. Declan specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/29/2024 - Present
Assembly Wealth (MILL VALLEY CA)
Active
Inactive
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