Totemic Wealth & Planning
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Totemic Wealth & Planning Details
From buying that first house to saving for college to putting away money for retirement and the next generation, conversations with family about finances can be difficult.At Totemic Wealth & Planning, we understand and we are here to help.An experienced family owned and operated independent wealth management and financial planning firm, Totemic is built on a foundation of financial planning tailored to the clients we serve. We offer comprehensive, objective financial advice to individuals, families and business owners.Our mission is simple: To have a meaningful impact on our clients' financial lives by providing confidence that someone is in their corner, consulting with their family, through every stage in life.Working as fiduciaries to our clients, it is our legal duty to put our clients' needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we and our industry have and the personalized work we do for the people we serve.
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