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Client Alert

Planning for Wealth: Lessons from Athletes, Entertainers, and Executives

August 1, 2024The financial challenges and strategies used by high-income earners like Donovan Mitchell, Taylor Swift, and Jamie Dimon are not just for the wealthy—they can apply to anyone managing significant assets. This article delves into essential wealth management techniques, from leveraging tax exemptions to navigating major liquidity events, providing valuable insights to help you achieve financial stability and preserve your wealth. Posted by Michael Sneeringer
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Building C
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Bonita Springs, Florida 34135
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Canton, Ohio 44718
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Cleveland, Ohio 44114
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Suite 600
Novi, Michigan 48375
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Suite 400
Jacksonville, Florida 32256
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Suite 700
Orlando, Florida 32801
P: 407.392.0318
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10115 East Bell Road
Suite 107-420
Scottsdale, Arizona 85260
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38027 Euclid Avenue
Willoughby, Ohio 44094
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F: 440.951.1807
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8600 East Market Street
Suite 1
Warren, Ohio 44484
P: 330.394.1501
F: 330.392.5155
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