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Welcome

I specialize in comprehensive Wealth Management and customized Investment Solutions for affluent individuals and families. Together we will develop a strategy exclusive to your financial situation, goals, and risk tolerance.

Although investment strategy is at the core of all portfolios, my services extend far beyond just that. The accumulation, growth, and protection of wealth from generation to generation is a major focus of mine, and it is my goal to help you protect you and your family’s assets, and leave a legacy of achievement.

I will help you work towards your financial goals through Tactical Portfolio Management and Comprehensive Financial Planning. This includes a systematic and disciplined style of investing as well as retirement, education, and estate planning.

To learn more about my planning process and customized Investment Solutions, or to schedule a financial consultation, call me at 202.955.4328 or email me at lwarren@janney.com .

How can we help?

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