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Archford Capital Strategies

Archford Capital Strategies
ADVISORY SERVICE
2012 FOUNDED
6 EMPLOYEES
Description

Archford Capital Strategies is an independent wealth management firm focusing on high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition. The firm offers services in the areas of wealth management, mergers, acquisitions, divestitures, management buyouts, third-party purchases and employee stock option plans (ESOPs), research and analysis, buyer intelligence and retirement plan designing. The firm was founded in 2012 and is based in Swansea, Illinois.

Year Founded
2012
Service Provider Type
Financing Advisory
Primary Office
  • 4941 Benchmark Centre Drive
  • Suite 200
  • Swansea, IL 62226
  • United States

+1 (618) 000-0000
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Archford Capital Strategies Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Archford Capital Strategies Team (7)

Name Title Deals Office Contact
Info
James Maher Founder and Chief Executive Officer 0 Swansea, IL
John Russo Chief Operating Officer and Wealth Management Advisor Swansea, IL
Tracy Winters Chief Compliance Officer Swansea, IL
Jerry West Chief Investment Officer and Wealth Management Advisor Swansea, IL
Jacob Hong Director of Business Services Swansea, IL
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