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Bennett Associates

Tax Planning

Tax Sensitive Investing
Review Realized and Unrealized Gains
Review Cost Basis
Tax Loss Harvesting
Potential Roth Conversions
Tax Return Review

Investing involves risk, including the possible loss of a principal investment. Investment decisions made by Bennett Associates Wealth Management may result in a profit or a loss. Bennett Associates will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

Form CRS | Form ADV Part2A | Wrap Brochure

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