Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. 

Finance

Facet Wealth

Facet Wealth's headquarters in Baltimore, MD, United States

This department focuses on coordinating and overseeing planning activities to ensure effective project execution.

Planning Services

This department focuses on developing and managing financial strategies and plans for clients.

Financial Planning

This department manages membership programs, engagement strategies, and member relations.

Membership Services

This department is responsible for strategizing and coordinating project plans and timelines.

Planning Department

The Marketing and Growth Analytics team at Facet Wealth focuses on driving customer acquisition and engagement through data-driven strategies. They analyze market trends and customer behavior to optimize marketing campaigns, enhance customer experiences, and leverage partnerships. Their expertise in SEO, CRM, and content strategy ensures effective outreach and fosters growth within the mass affluent demographic.

Marketing and Growth Analytics

The Operational Support and Administration team at Facet Wealth ensures seamless internal operations and optimized client services. This team manages processes related to human resources, billing, and CRM systems, while also providing essential administrative support. Their efforts enhance efficiency and enable the financial planners to focus on delivering personalized wealth management to clients.

Operational Support and Administration

The Engineering and Development team at Facet Wealth is responsible for designing, building, and maintaining the technology that underpins the company's financial management services. This cross-functional group of product designers, software engineers, and data engineers collaborates to create intuitive user experiences, implement robust back-end systems, and ensure seamless integration of financial tools, ultimately enhancing the service delivery to mass affluent households. Their efforts are crucial in driving innovation and efficiency within the organization's tech-driven approach to personal finance management.

People (4)

Jobs (0)

Other teams

Financial Planning

Membership Services

Planning Department

Marketing and Growth Analytics

Operational Support and Administration

Engineering and Development