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Strategic Wealth and Financial Planning

Build peace of mind with a long-term plan.

Our team works with you to understand your big-picture goals and objectives. We use an in-depth strategic planning process that takes a holistic, multi-generational view, and then design and implement a comprehensive plan to ensure your wealth is aligned with your intentions and long-term vision. Your wealth strategy incorporates risk management, estate planning, and tax planning, as well as the creation of charitable and philanthropic plans. We help you build your legacy.

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What people say about being a client of Arnerich Massena

“When we began our relationship, Arnerich put the time into building a relationship with Meghan and I and assisting us in understanding the implications and planning for the future.”

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

Vincent LaVecchia and Meghan Pruitt