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Jonathan Woolfit’s team understands that each family situation is unique and requires a personalized approach to all of your financial planning. We ensure to get a complete understanding of our client’s family and business situation so we can help manage risk around those business and family needs.
Along with our loyal team members, we have a dedicated group of professionals who are committed to providing our clients with personalized wealth management, insurance, and investment solutions that accomplish long term business and family goals.
We work in conjunction with our clients and professional advice providers such as accountants and lawyers to ensure an extensive range of wealth management needs are met.
Jonathan, Kristal, Irteza and Kristen are the trusted and devoted team that our clients confide in for the financial advice they seek.
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