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How does CWH customize their services to meet individual clients’ needs?

April 26, 2017customize cwh individual meet Needs Services

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How does CWH customize their services to meet individual clients’ needs?

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We tailor portfolios by taking into consideration clients’ risk tolerance, state of residency, AMT status and individual tax loss/gain situations.Our objective is to maximize after tax returns in client portfolios. Please call us to discuss individual requests or needs.