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  • The Polley-Hoffman Group
    814 A1A N, Ste 100 Ponte Vedra Beach, FL 32082-3269 T: 904.273.1817 F: 904.273.2676
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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

A breadth of services to serve a variety of needs

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  • The Polley-Hoffman Group
  • 814 A1A N, Ste 100 Ponte Vedra Beach, FL 32082-3269
  • T 904.273.1817
  • F 904.273.2676
  • Map & Directions
  • Map & Directions
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