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Quarterly Letter

The Same Thing – Over and Over

October 11, 2021 Preston McSwain

The best long-term strategy is to stick to your long-term strategy.

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Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.

We do not have any fee sharing arrangements with managers and do not have any broker-dealer conflicts. In addition, you will never see an arbitration clause in our contracts.

Everything we do is focused on assisting trustees, institutions and families with investment consulting, management and overall asset planning strategies.

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