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Exit Strategies of the Rich and Famous Estate Management 101

TRUST   STARTS   WITH   PEOPLE,   NOT   FIRMS

Have You Changed Jobs?

Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We are guided by the same values that you demand in your business.

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The Matles Approach

The Matles Approach

 "I started this firm to be 100% independent with no sales quotas or company agendas, working for clients exclusively. We combine modern technology with a brick and mortar mentality (face-to-face) to achieve  low costs - and we do it with uncompromising ethics"

- David M. Matles, AIF®

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We Stand By The Fiduciary Oath

We Stand By The Fiduciary Oath

  • Your Best Interest: We will always put your best interests first.
  • Good Judgement: We will act with prudence;
    that is, with the skill, care, diligence, and good judgment of a professional.
  • Fair Disclosure: We will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
  • Fair Management: We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
  • Conflict Avoidance: We will avoid all conflicts of interest.

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