Episode Synopsis "Intro To Wealth Management"

Wealth Management is really about making the most of your hard earned dollars. One of the ways James has been doing this over the last 50 years has been managing investments. We want to take that a step further; look at your goals, and how you can achieve them. Join us as we discuss how James Wealth Management can help you take a proactive approach to reaching your goals. Beth Handwerker, CFP®, JDEstate & Financial PlannerNeil CraftClient Relationship ManagerNeil Craft is a Registered Representative of ALPS Distributors, Inc.

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