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Our F.O.C.U.S. Process

Our F.O.C.U.S. Process (Focused On Client's Unique Situations) ties together our eight pillars of planning. Implementing the eight pillars of planning helps us to prepare our clients' plans so that they are thorough and well thought out. Our eight pillars are listed below.

Financial Planning

Our investment philosophy centers on managing your assets proactively, making tactical adjustments to investments as markets change and opportunities arise.

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Wealth Management

Our focus is on comprehensive wealth management that incorporates all of your financial goals, concerns, and opportunities.

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Risk Management

Managing wealth requires a variety of flexible tactics for different environments and situations. We believe a well balanced portfolio consists of three distinct strategies: offensive, defensive, and alternatives all working together to pursue your financial goals.

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Business Planning

We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective solutions.

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Cash Management

As an independent investment services firm, WMG has access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed

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          Tax          Planning

 Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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       Estate         Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

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Charitable Giving

Together we will discuss your interests and ideas, ensuring that long-term goals and aspirations are funded. We explore options so that your intentions are set into motion.

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