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Team
Keley R. Petersen
Jeff S. Petersen
Claudina “Claud” Campbell
Wingyin Emily Kong
Sarah Smith
Stephanie Berry
Who We Are
Our Philosophy
What Makes Us Different
Customer Experiences
Services
Wealth Management
Investment Strategy
Ongoing Monitoring
Approach
5 Step Wealth Strategy
Investment Policy Guidelines
Tax-Aware Investing
Values-Based Investing
Asset Allocation
Client Communication
Resources
Articles
Videos
Links
Glossary
Contact
