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  • Matt Bower
    4900 Manatee Ave W Ste 203 Bradenton, FL 34209-3859 T: 941.263.8863 F: 888.699.8854
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Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
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Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing

A breadth of services to serve a variety of needs

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  • Matt Bower
  • 4900 Manatee Ave W Ste 203 Bradenton, FL 34209-3859
  • T 941.263.8863
  • F 888.699.8854
  • Map & Directions
  • Map & Directions
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