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Wealth Management

Wealth Management is a type of advisory service which reviews and coordinates all aspects of an individual's or company's financial circumstance. The objective of a Wealth Management firm is to bring together and systematize such areas as trust and estates, investment management, life insurance, wills, gifting and tax planning. This highly customized and sophisticated service, once believed to be available only to the affluent, is now available to a wide variety of investors through Egener Wealth Management.

Wealth Management