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Forbes Best in State Wealth Advisors

David Clements, Managing Director - Investments, has been named a Forbes Best-in-State Wealth Advisor in 2022

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

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Tax Documents: Planning For 2022 Taxes

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2023 Tax Planning Tables

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Tax Library

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