Client Relationship Summary - Waverly Advisors

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Intense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.
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Featured Resources
Preparing for the Expiration of the Tax Cuts and Jobs Act (TCJA):
November 20, 2024
Optimizing the Impact of Your Wealth: Strategic Gifting Solutions
November 12, 2024
Waverly Advisors Acquires Buckingham Advisors
November 12, 2024
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BackLatest Insights
Preparing for the Expiration of the Tax Cuts and Jobs Act (TCJA):
Written by Sean Lacey, CFP®, CIMA®, CRPC ™ - Wealth Advisor on November 20, 2024
Optimizing the Impact of Your Wealth: Strategic Gifting Solutions
Written by Grant W. Cardwell, CPA - Partner, Wealth Advisor on November 12, 2024
WAVERLY SECURE: 10 Often Overlooked Cybersecurity Tips
Written by Waverly IT Team on October 21, 2024
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BackRecent News
Waverly Advisors Acquires Buckingham Advisors
November 12, 2024
Waverly Advisors Acquires Mueller Financial Solutions
October 29, 2024
Waverly Advisors Acquires 9258 Wealth Management
October 22, 2024
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