organize clients' fi nancial lives so they make powerful and informed choices about their wealth. From mapping out goals to managing investments in tax effi cient ways to providing perspective on products and solutions, CFPs assist clients in experiencing greater control, comfort, and confi dence in their fi nancial lives.
If you are seeking more than stock picks from your
advisor, hang up the pay phone and make the smart phone call today to fi nd the right CFP for you.
Caroline Wetzel was voted a 10Best Winner for Business/Life Coach by Natural Nutmeg Magazine in 2018 & 2019. Caroline is a Certifi ed Financial PlannerTM (CFP®) and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procy-
on Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively "Procyon Partners") are reg- istered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 51 and spotlight on page 13.
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