Everyone should have a wealth team established regardless of their income or net worth. What is a wealth team? It's YOUR very own team of trusted professionals that are all working in synergy towards your same goals. The wealth team includes everyone from your mortgage advisor to your financial advisor, attorney, and more. Take the time to assemble your wealth team once, and the financial life you’ve always dreamed of will fall into place!
If you need help building your own wealth team, you can always reach out to me directly!
My office: 860-413-3938
rob.weinberg@benchmark.us
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