Financial analysis
Analysis and personalized wealth strategies for clients.
A financial advising business. Wealth Analytics provides financial analysis, personalized wealth strategies, and guidance, particularly during major life transitions and family financial conflicts. Its inheritance navigation service helps families manage estate-related negotiations and newfound wealth. Personal CFO services include organizing finances, arranging bill payment schedules, tracking documentation, and representing clients in meetings with professionals such as CPAs and attorneys. Mindful Money Coaching addresses feelings and habits that affect financial decisions. The business also works with clients to identify goals, consider individual needs and restrictions, navigate negotiations, and make informed choices. Its founder, Victoria Kirilloff, specializes in family estate conflicts and family business dispute mediation, and provides personal finance expertise and holistic wealth consulting. Wealth Analytics serves clients in Omaha.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Category illustration. Illustrative image for this category. Not provided by the business.
Analysis and personalized wealth strategies for clients.
Guidance for estate management and family negotiations.
Financial organization, bill schedules, and document tracking.
No reviews yet — be the first to review Wealth Analytics.
Sign in to write a review
No password needed. We only use your email to confirm the review is genuine.
Tell our moderators what is wrong with the review by this reviewer and we will take a look.