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Wealth Management Overview

Registered Investment Advisory

As fee-based fiduciaries, we have a wide variety of financial services, tools and resources list below. Simply follow the link to learn more about each section. If you’re not sure, which service is best fit for you right now, please don’t hesitate to email or call us.

Access a PDF version of our company overview

Our Services Include:

Investment Management
Retirement Planning
Legacy Planning
Charitable Giving
Second Opinion Reviews
Retirement Wellness

Market Pulse

Our monthly newsletter keeps you up-to-date on market trends, and helps add some perspective to your outlook.

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Unlock Your Full Economic Potential

Over our combined 45 years of experience in the business, in many cases, clients are looking for us to help them:

  • Avoid making costly investment or retirement planning mistakes
  • Decide how best to take withdrawals from their retirement plans
  • Review their current portfolio, investment concerns, and make recommended changes for a flat-fee
  • Reducing or minimizing investment expenses and advisor fees
  • Create income without locking their money up
  • Developing a charitable giving plan
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Helping You Achieve Your Goals

At Wealth & Wellness, we take a comprehensive and client-centric approach to help you achieve your financial goals. Our team of experienced financial planners is dedicated to providing personalized solutions tailored to your unique needs and circumstances.

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Our fee only approach means clients never pay a sales commission on any product or recommendations. We choose from an unlimited number of investments and design low-cost personal investment strategies to meet your objectives.