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HDQ Wealth LLC
Alexis Johnson's Company Details
Investments | Insurance | Planning | Consulting HDQ Wealth LLC is a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the unique needs of each client while maintaining the disciplines to achieve and protect generational wealth. We are a boutique firm and pride ourselves on our privacy and diligently building our "family" with individuals who share similar values and ethics. Our priority lies in assisting in the "Great Wealth Transfer" and helping professionals, companies and entrepreneurs transition with ease and allow their legacy to live on through future generations. Whether you are first generation wealth or fifth, we treat each client with complete originality. HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission ("SEC"), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you... https://hdqwealth.com/legal