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At Independent Wealth Management, we serve as your financial advocate, helping you to optimize the financial decisions that impact your life. Our holistic approach to financial planning & wealth management is driven by your unique time horizon, financial objectives, risk preferences and tax considerations. We are here to understand your needs, respond to your concerns, and build a lasting and rewarding relationship that enables the achievement of your dreams.
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FinTech Wealth Management, located in Belmar, NJ, offers personalized investment strategies tailored to meet the unique needs of individuals and families. With a focus on providing a boutique experience, the company utilizes the latest technologies to create and implement customized investment strategies. In addition to investment strategies, FinTech Wealth Management also provides protection solutions, Medicare planning, and retirement planning services to help clients achieve their financial goals.
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