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Expertise & VisionCognate Holdings & Trust’s Wealth Management offering combines advisory experience spanning decades with financial acumen, expertise and the vision to support our clients. Our proactive team utilizes a comprehensive approach, ensuring all your financial needs are being met by working closely with accountants, attorneys and insurance agents. As a fiduciary, our compensation is based on the size of accounts we manage, not by the number of transactions or types of sales we generate. We can work with your team or help you assemble the experts to navigate investing, wealth planning, tax planning and trust services. For more information or to schedule an appointment, please contact:
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