Small and medium businesses (SMB?s) have a clear and unmet need for a reliable one-stop shop for business, financial & professional services. Occams Advisory was founded in 2012 to meet this need as a one-stop firm that serves SMB?s worldwide. We provide expert services across three well-defined service-verticals: Business Services & Growth Incubation (BSGI), Capital Markets & Investment Banking (CMIB), Financial Technology & Payment Solutions (FTPS).
P.H.X. Wealth Management Group of Wells Fargo Advisors Mr George Henderson CFP®, CEPA®
First Vice President, Investments Officer 2425 e camelback rd #1050
