Waddell & Associates


Teresa JW Bailey

Email: [email protected]

Website: www.wealthstrategists.com

At Waddell & Associates, we are wealth strategists who strive to provide strategic value beyond that of a standard financial planner or investment manager. Financial plans change. Investment returns, tax policies, estate laws, family dynamics, and health conditions vary. With so many moving parts, having an experienced wealth strategist is essential for optimizing your financial life. It’s time to rethink the way you use your financial advisor.

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