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Rowlette Asset Management
James Rowlette, Principal/Owner of Dublin, OH-based Rowlette Asset Management, LLC. The company employs a consultative process with its clients to identify their current financial situations and challenges and works with an outside team of experts, in addition to utilizing the broad resources of Wells Fargo Advisors Financial Network, to design strategies to help them achieve their most important goals.
Rowletteassetmanagement.com ~
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Tactical Portfolio Management
Tactical Portfolio Management uses proprietary mathematical computer algorithms that provide a quantitative approach for making both buy and sell decisions. Understanding, managing and lessening overall risk in difficult market environments is critical to an investor’s success. The risk management tools and metrics we analyze strive to extract productivity from a wide range of asset classes across market environments—using an active management approach.
Tacticalportfolio.com ~
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Bernard R. Wolfe & Associates
nfp, national financial partners, bernard wolfe, bernie wolfe, bwolfe, Bernard R. Wolfe, Bernard Ronald Wolfe, goalie, hockey, athlete, athelete, washington capitals, golf, columbia country club, Naples, calusa pines, patsy wolfe, montreal, brad glickman, glenn mcgregor, brian mcguire, samantha fraelich, sam fraelich, brw, financial planning, wealth management, wealth accumulation, portfolio, investment, stock broker, washington, district of columbia, DC, d.c., bethesda, chevy chase, friendship heights, metro accessible, metro accesible, metro acessible, rockville, gaithersburg, potomac, montgomery county, fairfax county, arlington county, alexandria, virginia, CFP, cfp, certified financial planner, certified divorce planner, assetmark, institutional strategists, best of class managers, wilshire, goldman sachs, ubs, new frontier, financial plan, fee based, active allocation, active management, no-load, portfolio review, rollover, 401k, single k, 529 plan, cash flow, annual review, quarterly review
Wolfefinancial.com ~
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Ashley O'Kurley, CFP®
CERTIFIED FINANCIAL PLANNER™ practictioner in Miami, Florida offering professional service for life, long-term care and disability insurance, investment advice and advisory services for the building and management of wealth including mutual funds, separate accounts and annuities. Compensation may be commission or fee based, depending on the services and/or products being rendered.
Ashleyokurley.com ~
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