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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>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Retirement Redefined</p>

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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<p>How Insurance Deductibles Work</p>

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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