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"Wealth is not determined by investment performance, but by investor behavior" - Nick Murray

Holistic Approach

Holistic Approach

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Fee-Based Planning

Fee-Based Planning

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Wealth Management

Wealth Management

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Wealth Preservation

Wealth Preservation

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My Promise

My Promise

There’s an implied promise made to every new client. This promise goes beyond fiduciary standards, commitments, practice efficiency, technology, behavioral finance, or even life planning.

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Suggested Content

<p>It Was the Best of Times, It Was the Worst of Times</p>

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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<p>Buying vs. Leasing a Car</p>

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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