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David Kuzma

Aquilo Private Wealth Advisors

Bowie, Maryland
About
Company name
Aquilo Private Wealth Advisors
Business title
Private Family Advisor
Contact
How to contact
Email, Cell Phone
Professional Profile

Call Me When

Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.

Professions

Non-Profit
Wealth Manager

Functional Expertise

Board of Directors (not for profit)
Cash flow enhancements
Charitable giving
Employee benefits
Employee engagement/ retention
Entrepreneurship
Estate planning
Family business
Fiduciary
Finance
Governance
Investments
Leadership Development
Private placements
Retirement
Strategic planning
Trusts
Life Coaching
Exit/Transition Planning

Business Focus

Helping Business owners thinking about selling their business and preparing them for the emotional journey that follows to be successful.

Professional Certification

Certified Exit Planning Advisor, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor

Client Industries

Agriculture/Mining
Computer/Electronics
Government
Health/Pharma/Biotech
Manufacturing
Non-profit
Chapter information
Maryland

Membership

Maryland Individual

Member since

Member for 7 years

Why I'm a Member of XPX

I enjoy the collaboration with other advisors to find the best strategy to help the client.
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