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Firm Brochure (Part 2A of Form ADV) Wiener Financial Management 12276 Greenleaf Avenue Potomac, Maryland 20854 301-762-0030 301-762-2848 www.wienerfinancial.com Bruce wienerfinancial.com This brochure
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What is wiener financial management?
Wiener financial management is a process of planning, controlling, and organizing financial resources in order to achieve the financial goals of an individual or organization.
Who is required to file wiener financial management?
Individuals or organizations who want to effectively manage their finances and achieve their financial goals are required to file wiener financial management.
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Information such as income, expenses, assets, liabilities, investments, and financial goals must be reported on wiener financial management.
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