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From creation to preservation,
we help build wealth through generations.
As the Chief Executive Officer of your family, you are tasked with setting financial goals and making decisions that impact present and future generations. At 1717 Wealth Advisors, we strive to act as your Chief Financial Officer to assist in addressing the financial needs of you and your family and acting as a strategizing resource.
1717 Wealth Advisors is dedicated to a holistic approach to wealth management. Rather than strictly focusing on investment returns, we focus on the value of specific strategies as they relate to your personal net worth, from complex tax strategies to wealth transfer planning and everything in between.
Together, we will periodically evaluate your progress toward your financial goals and make recommendations to you and your family that are in your best interest when opportunities in the markets, tax laws or personal lifestyle changes arise.
