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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Aug 8, 2024

College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth
advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to reduce college costs. They’ll
cover more well-known strategies, like 529 plans, and some lesser-known tactics.