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Full Name
"What if your future self could talk to your present self?...
What would they do differently?
Get your personalized financial framework and correct your missteps before they even happen.
Click this button and schedule your free independent wealth evaluation call today."
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“90% of wealth will not make it through the 3rd generation”
You're Going To Get
Key Action Steps
Ensure your next step is the right step.
Timeline Diagnostics
Walk away with a personalized roadmap to build wealth through life's most pivotal moments.
Obstacle Detection
Uncover hidden forks in your path to make the right decisions today and avoid tomorrow's problems.
Confidence comes from time spent planning
Outsource your time to maximize your future!
ABOUT US
My team has done over A 1,000 plans
Act now and get the coveted Independent Wealth Evaluation for a limited time at no cost once valued at over $2,500 for clients to reach their goals.
Brian James Campagna
Wealth Manager
I am glad I met with Brian. Over the years, I had established relationships with several different advisors and did not feel the need to reevaluate my current financial plan. However, after sitting down with Brian I discovered that my estate plan was not as clearly drawn to me as I thought. Through his process, Brian was able to provide me peace of mind and allow me to spend down more of my assets knowing my estate was in order and my family would be taken care of. I would highly recommend Brian and his team to anyone looking into taking the next step towards reevaluating their estate.
Dr. Paul J. Duwelius
Do you want to accelerate your wealth in your 80's
. . . or now?
Exponential returns take time.
Start now while you have a longer run way.
Frequently Asked Questions
Can't I Just Do All This On My Own?
Most financial advice is generally correct but specifically inaccurate. We'll take the time to get to know your world, customize a solution, and give you your time back.
Why Don't I Just Look Online Or Use Free Tools?
Relying purely on public data and tools will only yield results that you already know to be true. This call will provide new insights and data, helping you achieve results you may not have realized were possible.
How About I Just Contact When I'm Ready?
Passing time is the enemy of wealth accumulation. Many people have plans but never take the necessary steps to make it a reality. Take you first step today.
Is This Call For You To Manage My Money?
This call is solely to give you information and advice. At the end, you can choose whether you need further assistance, but that decision is entirely up to you.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SPIC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group are not affiliated companies.
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