Here you will find several interesting, important and helpful documents/links related to your financial endeavors.

THE CIMA® DESIGNATION

A detailed description of what it means to have and use a CIMA® certified professional.

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WEALTH MANAGEMENT AS UNIQUE AS YOU

An overview of our firm, our associates and our unique approach to serving our clients.

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CONSULTING TO ENDOWMENTS AND FOUNDATIONS

Institutional Consulting Group.

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INSTITUTIONAL CONSULTING SERVICES

Our Institutional Consulting Services are designed to give clients objective guidance.

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FINRA - FINANCIAL INDUSTRY REGULATORY AUTHORITY

Access the regulatory background of your financial advisor.

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INTERNAL REVENUE SERVICE

Get updated tax forms online.

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INVESTMENTS & WEALTH INSTITUTE

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SECURITY AND EXCHANGE COMMISSION

A link to the Security and Exchange Commission home page.

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SOCIAL SECURITY ADMINISTRATION

Get updated forms online.

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WELLS FARGO ADVISORS

A link to the Wells Fargo Advisors home page.

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WHY TACTICAL ALLOCATION?

A long-term perspective of the Dow Jones Industrial Average since 1896 reveals the reality that there are extended periods of time in which the US equity market will trend generally upwards, and also lengthy periods of time where the market will instead stagnate or move generally lower.

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