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Wealth Management

We manage investments for individuals and families!

As a Registered Investment Advisor and using the Fidelity Institutional Platform, we invest client funds with the goal of having client reviews every two to three months. Our investment advice and directionis aimed at helping clients towards achieving their financial goals as well as educating clients as to the what, and why of the market and the economy.

We are experienced in managing company 401(k) and profit sharing plans as well!