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| WealthTrust Affiliates |
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WealthTrust Advisors
Charlotte, NC |
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WealthTrust Advisors
Paducah, KY |
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WealthTrust • Arizona
Scottsdale, AZ
Chandler, AZ |
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WealthTrust • DunckerStreett
St. Louis, MO |
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WealthTrust • Kanawha
Capital
Richmond, VA |
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Axiom Asset Management
Radnor, PA |
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Delta Asset Management
Memphis, TN |
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Fairport Asset Management
Cleveland, Ohio |
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Greenwood Capital
Associates
Greenwood, SC |
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Harvey Investment Company
Louisville, KY |
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Optimum Investment
Advisors
Chicago, IL
San Francisco, CA |
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Wilbanks, Smith & Thomas
Asset Management
Norfolk, VA
Raleigh, NC
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"WealthTrust provides us with best
practices in marketing, compliance and reporting, which offers significant
monetary value and enhances peace of mind. In today's detail-oriented,
regulatory environment it is invaluable to have WealthTrust on our team.
Their support allows us more time to focus on money management."
—
Kelly Sullivan, CFA, President
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WealthTrust . DunckerStreett specializes in general investment advisory
and portfolio management for high net worth individuals
and families and customizes each portfolio to achieve client objectives.
The professionals at WealthTrust . DunckerStreett work collectively to deliver sophisticated
investment and planning solutions to individuals, families, trusts,
pensions and profit sharing plans, endowment funds, charitable trusts, corporations and personal holding companies.
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WealthTrust • DunckerStreett
8000 Maryland Avenue,
Suite 300
St. Louis, MO 63105
(314) 726-2600
DunckerStreett.com
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Kelly B. Sullivan, CFA, CFP
President
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John R. Moulton, Jr., CFA, CFP
Principal |
Charles P. Duncker, CFA
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102 Woodmont Boulevard