- March 19, 2025
- Family Office Services, Succession Planning
- By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®
- Copyright © 2025 Legacy Planning Partners
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Integrated financial planning has moved far beyond just money management. For decades, wealth managers have had a single focus on improving the rate of return on your investment portfolio. While a well-defined investment management process is critical, the IMPACT of developing, executing AND MAINTAINING a strategic financial plan can help you get closer to your financial goals.
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.