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Leaving a Legacy
Articles & Insights

Leaving a Legacy

Throughout your life, you’ve worked hard to build and protect…

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Stock-Based Compensation
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Stock-Based Compensation

If you receive stock-based compensation – restricted stock units, incentive…

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Personal & Business-Integrated Wealth Management
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Personal & Business-Integrated Wealth Management

As a business owner, you know that the success of…

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Special Needs Planning
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Special Needs Planning

The goal of special needs planning is to ensure that…

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Planning Through Divorce
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Planning Through Divorce

Although divorce can create unexpected and uncomfortable financial complexities, a…

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Optimizing Social Security
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Optimizing Social Security

Commonly used to complement other retirement planning strategies, Social Security…

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Multigenerational Planning
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Multigenerational Planning

Multigenerational planning ensures that the distinct financial complexities facing each…

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Higher Education Planning
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Higher Education Planning

Funding a college education requires strategic planning. This can help…

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Building Efficient Tax Strategies
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Building Efficient Tax Strategies

Taxes can be one of the biggest expenses for investors….

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Clarifying Medicare Options
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Clarifying Medicare Options

Health care touches everyone’s financial life, but it becomes particularly…

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Championing Retirement Plan Success
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Championing Retirement Plan Success

Plan sponsors strive to protect and bolster the long-term financial…

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ESG Investing 101: Aligning Your Values with Your Portfolio
Articles & Insights

ESG Investing 101: Aligning Your Values with Your Portfolio

Jackie Thibeault, Associate Wealth Advisor, has published a new article…

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Beware: Common Identity Theft Scams and How to Safeguard Yourself

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Five Steps for Creating a Digital Estate Plan

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Quarterly Outlook: Q2 2025

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10 Steps to Take if Your Financial Information Has Been Compromised

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Protecting Your Financial Future: 7 Essential Tips to Keep Your Financial Information Secure

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Disclosure Brochures and Policies

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Williston Office:
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225 South Main Street, Rutland, VT 05701

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