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Submitted URL: http://wisecounselwealth273.cwmultisite.com/
Effective URL: https://www.cwmultisite.com/wp-signup.php?new=wisecounselwealth273.cwmultisite.com
Submission: On November 08 via api from FI — Scanned from FI
Effective URL: https://www.cwmultisite.com/wp-signup.php?new=wisecounselwealth273.cwmultisite.com
Submission: On November 08 via api from FI — Scanned from FI
Form analysis 3 forms found in the DOM
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</form>Text Content
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REQUEST AN APPOINTMENT In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth. * Name* First Last * Email* * Phone Number* * Zip Code* ZIP Code * State* StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming * * * * * * * (888) 321-0808 * All Locations * * * * * ABOUT * Locations * Our Process * Community Support * Accolades * Careers * Speakers Bureau * Contact Us * SERVICES * Financial Planning * Retirement Planning * Estate Planning * Investment Management * Tax Planning * Business Planning * Private Client Services * Insurance * INSIGHTS * Articles * Videos * In the News * Guides * Books * Glossary * Client Login Client Summary The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Forbes Best-in-State Wealth Advisor: Awarded to Paul West, Jason Juhl, and Michael David (2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor’s location, and 1,311 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 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