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Physicians
Farm Families and Businesses
Business Owners
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
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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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August 2024
Wealth Advisory
Capital Gains Changes 2024
August 12, 2024
August 12, 2024
Investment Commentary
Q2 2024 Market Commentary
August 12, 2024
August 12, 2024
