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Farm Families and Businesses
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Wealthy Individuals and Families
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Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
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Wealth Advisory
Investment Advisory
Business Advisory
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Search…
Who we advise
Physicians
Farm Families and Businesses
Business Owners
Wealthy Individuals and Families
Who we are
About Us
Shawn Jakupi
Mehendi Kamani
Patrick Carrington
David Szalkai
Vickey Rowe
Brian Tornabuono
Keenan Conlon
Betty Jakupi
Emily Taylor
Victoria Lawrence
Pema Sherpa
Careers
What we do
Wealth Advisory
Investment Advisory
Business Advisory
Insights
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January 2021
Business Owners
Can Fairness Destroy Your Business Legacy?
January 26, 2021
March 19, 2023
Investment Commentary
Year-End Review And Outlook 2021
January 22, 2021
March 19, 2023
Retirement Planning
Is Fear Of Retirement A Real Thing?
January 8, 2021
March 19, 2023
Investment Commentary
How To Plan Financially For 2021
January 4, 2021
March 19, 2023
