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  • Muskegon, MI - 35W
    700 Terrace Point Dr Ste 400 Muskegon, MI 49440-1193 D: 231.722.5607 F: 231.722.1923
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing

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Wingett WealthWingett Wealth
  • Wingett Wealth Management of Raymond James
  • 700 Terrace Point Dr Ste 400 Muskegon, MI 49440-1193
  • D: 231.722.5607
  • F: 231.722.1923
  • Map & Directions
  • Map & Directions

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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