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Celebrating Independence

July 26th, 2019

I’m thrilled to announce a new chapter in the story of my practice that will create new opportunities for my clients.

As my clients are aware, I have transitioned out of UBS Financial and have established an independent firm, Credo Wealth Management. This has been made possible through a strategic partnership with Sanctuary Wealth. We’ve also marked the milestone with a refreshed brand and a new website.

While all of my clients will enjoy the same services and experiences I have always provided, I will now be able to deliver a wider range of strategies with a greater degree of customization.

I’m very much looking forward to sitting down with each of my clients to introduce them to the benefits and opportunities available to them through this transition.

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