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Total Wealth Services

Investment Management

Our individual advisors are fiduciaries and to best serve in that capacity we consider ourselves manager and style agnostic. What this means is that our incentive is to direct you to what we believe are the most effective solutions that strive to best fit your financial needs without compromising our objectivity. The selecting managers or strategies doesn’t change based on the investment vehicles you use.

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Financial planning and tax strategy tailored to our clients’ individual, family or business investment needs.