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First and foremost, we are financial advisors...

Getting Started

We help people make smart decisions about their money. We start by asking questions about your life today and your goals for tomorrow. We listen carefully, and encourage you to question us as well. That dialogue allows us to lay out a path to what our team — Socratic Better Wealth — calls, Better Wealth. For one-person, Better Wealth may mean establishing trusts for their children, for another, it might mean early retirement and increased charitable giving. Our counsel is tailored to each client because each person’s view of wealth is unique.

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