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InvestmentNews Feature Highlights What Makes TFO Wealth Partners Different

Recently, TFO Wealth Partners’ Brady Fineske sat down with InvestmentNews to discuss our firm’s mission of helping families connect wealth and purpose and a core value of our of ‘being more’ for our clients. Brady expanded on our holistic approach to touching all parts of our client’s financial life, the proprietary solutions we’ve built to help them live the life they want, and our people and culture that help drive all that we do. Read the full article on InvestmentNews.com here.

Advisory services provided by TFO Wealth Partners, LLC. Past performance is not indicative of future results. This presentation is designed to be informational in nature and is not intended to be construed as financial advice or a specific recommendation. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of an investor’s portfolio. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All expressions of opinion are subject to change and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. We believe this information provided is reliable, but do not warrant its accuracy or completeness. It is provided for informational purposes only and should not be construed as legal or tax advice. Laws may change pursuant to the new administration’s legislative agenda. Always consult an attorney or tax professional regarding your specific legal or tax situation.

296bWP – 2024.09

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