52
Growth Score
pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1557812
Oak Crest Wealth Management offers financial planning and investment management services.
- Ken Kendall: Co-Founder and Partner
- Clay Guthrie: Co-Founder and Partner
About the Company
Elliott Guthrie Kendall Wealth Management specializes in providing comprehensive financial planning and investment management services. The firm focuses on creating personalized strategies that aim to meet the unique financial goals and needs of each client. Services include retirement planning, wealth management, estate planning, and tax
strategies. The team at Elliott Guthrie Kendall Wealth Management is dedicated to offering guidance and advice to help clients navigate the complexities of financial planning and investment decisions.
