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Transparency, Trust, Intimacy, and Integrity

At Edward George Wealth Management Group, we use a highly-personalized approach to help individuals take control of their financial future. Our firm is rooted in experience and we put a strong emphasis on reputation, transparent communication, and a deep understanding of our clients’ goals and objectives.

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When clients work with us, they are treated to honest communication and education.

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We help high-net worth individuals navigate the financial world, regardless of where they are in their career.

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When Heirs are Imperfect

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Doubling Your Money

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Taxable vs. Tax-Deferred Savings

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Protecting Those Who Matter Most

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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There are some key concepts to understand when investing for retirement

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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