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COVID-19 Office Update

We just wanted to give an update due to the recent spike in Covid cases: Our staff is in office as usual, however we are asking that clients schedule visits to our office in advance and that you wear a mask upon entry. We also want to encourage meetings via telephone or Zoom, whenever possible. We know that everyone is inconvenienced by these extra precautions during this time, but we want to make sure that we are doing all we can to protect our clients and staff. Thank you!

CLARIFY YOUR GOALS, INVEST WITH CONFIDENCE

Independent and objective financial advice is what you deserve. It’s also what you will get when you work with our team of LPL Financial advisors.

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An individual’s life story plays an integral role in the success of their financial strategy. We look forward to hearing yours.

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Our investment knowledge, insight and experience have prepared us to guide you on your road toward financial prosperity and financial confidence.

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Our Services

We offer an integrated discovery and planning process to help you simplify your financial life. We can offer access to a range of products and services including: IRAs, IRA Rollover Services, Fee-Based Asset Management, Education Plans and much more, depending on your needs and goals. Call us today to schedule your no-obligation complimentary consultation.

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How We Are Paid

Have you ever felt out-of-line when asking a financial advisor how he or she is paid? If you have, it’s important to understand that it is not only your business to know this, but your right. At Family Wealth Management, it is our pride and privilege to provide complete transparency regarding how we are paid. You can learn more about our two payment types - commission-based and fee-based - as well as what to expect from our firm, by clicking below.

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