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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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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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  • 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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