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Mark Stancato
CFP®, EA, ECA, CRPS®
VIP Wealth Advisors
VIP Wealth Advisors is a boutique, fee-only Registered Investment Advisor based in Atlanta, serving clients nationwide. Founded by Mark Stancato, CFP®, EA, ECA, CRPS®, the firm was built to provide...
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Charles Helme
BH Asset Management, LLC
We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and...
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John Fitchett
Sym Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Brent Rupnow
CEPA®, CFP®, APMA®, CLU®, ChFC®
Via Luce Capital Corporation
At Via Luce Capital, we believe clarity and confidence should define your financial future. That's why we take a different approach-one that blends cutting-edge data analysis with personalized,...
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Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...
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Latest Blog
12 min read
12 Dec 2025
8 Ways to Pass on an Inheritance
For many Americans approaching retirement, the task of passing wealth to the next generation goes far beyond deciding who gets what. It’s about striking a balance between fairness and practicality, safeguarding assets from unnecessary taxes or disputes, and ensuring the legacy reflects both values and financial intentions. A will alone,...
8 min read
12 Dec 2025
5 Tips on Using an IRA to Pay for Education
For many families, higher education feels like both a milestone and a minefield, a proud investment shadowed by ever-rising costs. As tuition bills stretch into six-figure territory, even disciplined savers start looking beyond 529 plans and education loans for ways to bridge the gap. That’s often when another pool of...
10 min read
09 Dec 2025
Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical
Most people think of estate planning as a matter of paperwork (wills, a trust, a conversation with an attorney once in a while). The reality is far more complex. An estate plan is the mechanism by which your life’s work is transferred, protected, and carried forward. It determines not just...
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Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
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