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Maximizing Our Clients’ Potential Through Proactive & Holistic
Planning
S.W.A.N.
Virtual Family Office

Advancing Your Wealth, One Strategy at a Time
Tax Planning
Specialists
100+
IAOTP's Tax & Wealth Strategist
of the Year
2024
Years of experience
17
Features in Published Media
30+
Attorneys
23
Six Pillars of Advanced Planning
"We would also say that we actually listen to
our clients better than anyone in the industry. We make them feel
heard and understood.” - Ryan Foncannon, CPWA CEO
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