Connolly and McNamara

Wealth

Wealth is about accumulation, preservation, and ultimately the transfer to the next generation. This is true for entrepreneurs, employees and the retired. At Tax Physicians we recognize that we are all different when it comes to our understanding and attitudes regarding wealth. We understand the importance of these differences and we work on an individual basis to provide assistance with achieving the sense of well-being and security that is derived from the proper management of wealth.

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