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All Hands on Deck!

October 24, 2024 | Christopher Perry, CFA, CFP®, RICP®

Just like sailing, advisory and financial planning require a whole “crew” on board to provide clients with the best experience possible.
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Navigating Life's Headwinds

September 26, 2024 | Christopher Perry, CFA, CFP®, RICP®

Just like rowing, where changing conditions may require adjustment, so too in life we may encounter circumstances that require us to adjust our financial plans.
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