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2501 Capitol Avenue, Suite 105, Sacramento, CA 95816

(916) 800-8881
[email protected]
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WHAT IS YOUR FINANCIAL FREEDOM?

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Our Clients Are Our Priorities

Our clients are our focus. We know you work hard, and we want your investments to work hard for you.

Our Process

We create financial strategies that are tailored to your individual needs and goals.

Our Mission

Our dedicated team has years of experience to guide you through all of life's moments.

Services

Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.

Stay Ahead of the Curve

We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Meet Our Advisors

Kevin Wong

Kevin Wong

(916) 800-8881

[email protected]

Kevin Wong is an independent financial services advisor. His approach is a little different than most financial services firms. As an independent advisor he is not restricted to a limited set of investment choices or financial...
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