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the same opportunities for long-term wealth building as the wealthiest 1%. Our platform unlocks alternative investments, such as commercial real estate, which can provide more security than stocks and bonds

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over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner

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including professional groups, real estate investment companies, start-up companies, and individuals with stock options, rental properties, and our clients have been with us for years. We are looking for long-term relationship with our clients. We have

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