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Private Wealth Management Discover the Difference

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Curated articles, videos, and more for a more financially savvy you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over four decades of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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Brett Andrews

Brett Andrews, CExP™

Certified Wealth Strategist®

(623) 255-5180

(623) 237-3481

Justin Lunde

Justin S. Lunde, MBA, CRPC

Wealth Advisor

(623) 255-5180

(623) 237-3481

Rebecca Andrews

Rebecca Andrews

Operations Director

(623) 255-5180

(623) 237-3481

<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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<p>A Brief Guide To Condo Insurance</p>

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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<p>Password Protection Strategies</p>

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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