ALTAMONT WEALTH MANAGEMENT, INC.
Empowering your financial future with expert planning, dynamic portfolio management, and meticulous tax preparation.
2-10 employees · est. 1996 · Livermore, United States
Welker Mojsej & DelVecchio CPAs, LLC
Your partner in success
7 employees · est. 2016 · Rochester, United States
ALTAMONT WEALTH MANAGEMENT, INC. is the older company (1996 vs 2016).
Side-by-Side Comparison
| Metric | ALTAMONT WEALTH MANAGEMENT, INC. | Welker Mojsej & DelVecchio CPAs, LLC |
|---|---|---|
| Founded | ||
| Founded | 1996 older | 2016 |
| Headquarters | ||
| Headquarters | Livermore, United States | Rochester, United States |
| Employees | ||
| Employees | 2-10 | 7 |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Finance, Financial Services, Lending and Investments |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment Portfolio Management, Tax Preparation, Income Tax Returns, Comprehensive Financial Services | Financial Statement Preparation, Financial Advisory Services, Tax Preparation, Tax Planning, Business Valuation, Bookkeeping, Accounting |
| Website | ||
| Website | altamontwealth.com | welkercpas.com |
About ALTAMONT WEALTH MANAGEMENT, INC.
Altamont Wealth Management is a United States-based company established in 1996. They are dedicated to "Empowering your financial future with expert planning, dynamic portfolio management, and meticulous tax preparation," as per their slogan. The company focuses on providing comprehensive financial...
About Welker Mojsej & DelVecchio CPAs, LLC
Welker Mojsej & DelVecchio CPAs, LLC is an accounting firm founded in 2016, with a mission to assist businesses and individuals in financial and tax-related projects. Offering a diverse range of services such as financial statement preparation, financial advisory services, tax preparation and planni...
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